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Roxbury Financial’s Progressive PGR Stock Holding History

Roxbury Financial’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9K Hold
228
– – 0.04% 198
2026
Q1 		$45.2K Buy
228
+14
+7% +$2.89K 0.04% 195
2025
Q4 		$48.8K Hold
214
– – 0.04% 182
2025
Q3 		$52.9K Hold
214
– – 0.05% 172
2025
Q2 		$57.2K Hold
214
– – 0.06% 161
2025
Q1 		$60.4K Buy
214
+4
+2% +$1.05K 0.06% 155
2024
Q4 		$56.5K Buy
+210
New +$52.9K 0.05% 152

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Roxbury Financial's PGR Position: Q2 2026 in Review

Roxbury Financial held its Progressive (PGR) position steady in Q2 2026 at 228 shares worth $49.9K. The position accounts for 0.04% of the portfolio, ranked #198.

Roxbury Financial first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.4K in Q1 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Roxbury Financial held 228 shares of Progressive worth $49.9K as of Q2 2026.
  • Roxbury Financial left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #198 holding.
  • Roxbury Financial first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Progressive position peaked at $60.4K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.