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S.E.E.D. Planning Group’s Progressive PGR Stock Holding History

S.E.E.D. Planning Group’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
Q3 		$675K Sell
3,258
-395
-11% -$85.3K 0.17% 65
2026
Q2 		$798K Buy
3,653
+1,103
+43% +$222K 0.21% 59
2026
Q1 		$505K Buy
+2,550
New +$526K 0.15% 61

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

S.E.E.D. Planning Group's PGR Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its Progressive (PGR) stake by 11% in Q3 2026, selling an estimated $85.3K and leaving 3,258 shares worth $675K. The position accounts for 0.17% of the portfolio, ranked #65.

S.E.E.D. Planning Group first reported a position in PGR in Q1 2026 and has held it in 3 quarters since. The position peaked at $798K in Q2 2026. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • S.E.E.D. Planning Group held 3,258 shares of Progressive worth $675K as of Q3 2026.
  • S.E.E.D. Planning Group sold 395 Progressive shares in Q3 2026, an estimated $85.3K.
  • Progressive made up 0.17% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #65 holding.
  • S.E.E.D. Planning Group first reported a position in Progressive in Q1 2026 and has held it in 3 quarters since.
  • S.E.E.D. Planning Group's Progressive position peaked at $798K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.