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Sax Wealth Advisors’s Progressive PGR Stock Holding History

Sax Wealth Advisors’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 		– Sell
-1,117
Closed -$254K – 555
2026
Q1 		$254K Sell
1,117
-150
-12% -$31K 0.01% 423
2025
Q4 		$289K Buy
1,267
+79
+7% +$17.8K 0.01% 407
2025
Q3 		$293K Buy
1,188
+186
+19% +$45.9K 0.02% 351
2025
Q2 		$267K Buy
+1,002
New +$275K 0.02% 361

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

Sax Wealth Advisors's PGR Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Progressive (PGR) in Q2 2026, closing a stake of 1,117 shares — an estimated $254K sold.

Sax Wealth Advisors first reported a position in PGR in Q2 2025 and held it in 4 quarters. The position peaked at $293K in Q3 2025. 360 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,117 Progressive shares in Q2 2026, an estimated $254K.
  • Sax Wealth Advisors first reported a position in Progressive in Q2 2025 and held it in 4 quarters.
  • Sax Wealth Advisors's Progressive position peaked at $293K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.