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Salvus Wealth Management’s Progressive PGR Stock Holding History

Salvus Wealth Management’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 		$4.96M Sell
22,696
-1,546
-6% -$312K 2.78% 8
2026
Q1 		$4.81M Sell
24,242
-153
-0.6% -$31.6K 2.79% 7
2025
Q4 		$5.56M Buy
24,395
+195
+0.8% +$44K 3.11% 6
2025
Q3 		$5.98M Sell
24,200
-291
-1% -$71.7K 3.34% 3
2025
Q2 		$6.54M Sell
24,491
-568
-2% -$156K 3.82% 3
2025
Q1 		$7.09M Sell
25,059
-428
-2% -$112K 4.45% 2
2024
Q4 		$6.11M Sell
25,487
-138
-0.5% -$34.7K 3.9% 5
2024
Q3 		$6.5M Sell
25,625
-4,265
-14% -$992K 3.99% 3
2024
Q2 		$6.21M Sell
29,890
-808
-3% -$169K 4.26% 3
2024
Q1 		$6.35M Sell
30,698
-273
-0.9% -$50.7K 4.34% 3
2023
Q4 		$4.93M Sell
30,971
-1,026
-3% -$161K 3.51% 5
2023
Q3 		$4.46M Buy
31,997
+8,851
+38% +$1.16M 3.53% 4
2023
Q2 		$3.06M Sell
23,146
-1,953
-8% -$262K 2.36% 15
2023
Q1 		$3.59M Buy
25,099
+341
+1% +$47K 2.91% 8
2022
Q4 		$3.21M Buy
24,758
+46
+0.2% +$5.83K 2.95% 5
2022
Q3 		$2.87M Sell
24,712
-23,559
-49% -$2.84M 2.73% 7
2022
Q2 		$5.61M Sell
48,271
-1,630
-3% -$185K 5.03% 3
2022
Q1 		$5.69M Sell
49,901
-32
-0.1% -$3.46K 4.35% 4
2021
Q4 		$5.13M Buy
49,933
+759
+2% +$72.5K 3.75% 5
2021
Q3 		$4.45M Buy
49,174
+6,749
+16% +$643K 3.63% 6
2021
Q2 		$4.19M Sell
42,425
-275
-0.6% -$27.2K 3.54% 6
2021
Q1 		$4.06M Buy
42,700
+5,483
+15% +$498K 3.79% 6
2020
Q4 		$3.52M Buy
+37,217
New +$3.52M 3.8% 5

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Salvus Wealth Management's PGR Position: Q2 2026 in Review

Salvus Wealth Management reduced its Progressive (PGR) stake by 6.4% in Q2 2026, selling an estimated $312K and leaving 22,696 shares worth $4.96M. The position accounts for 2.78% of the portfolio, ranked #8.

Salvus Wealth Management first reported a position in PGR in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.09M in Q1 2025. 273 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Salvus Wealth Management held 22,696 shares of Progressive worth $4.96M as of Q2 2026.
  • Salvus Wealth Management sold 1,546 Progressive shares in Q2 2026, an estimated $312K.
  • Progressive made up 2.78% of Salvus Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Salvus Wealth Management first reported a position in Progressive in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Progressive position peaked at $7.09M in Q1 2025.
  • 273 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.