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Selective Wealth Management’s Progressive PGR Stock Holding History

Selective 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 		$307K Buy
1,477
+42
+3% +$8.46K 0.08% 109
2026
Q1 		$288K Sell
1,435
-27
-2% -$5.57K 0.09% 104
2025
Q4 		$298K Sell
1,462
-745
-34% -$168K 0.09% 87
2025
Q3 		$538K Buy
2,207
+45
+2% +$11.1K 0.17% 59
2025
Q2 		$541K Sell
2,162
-306
-12% -$83.9K 0.2% 55
2025
Q1 		$680K Hold
2,468
– – 0.3% 45
2024
Q4 		$592K Hold
2,468
– – 0.24% 51
2024
Q3 		$615K Sell
2,468
-597
-19% -$139K 0.26% 51
2024
Q2 		$642K Hold
3,065
– – 0.28% 48
2024
Q1 		$632K Sell
3,065
-500
-14% -$92.8K 0.27% 50
2023
Q4 		$581K Sell
3,565
-320
-8% -$50.1K 0.29% 41
2023
Q3 		$552K Sell
3,885
-15
-0.4% -$1.97K 0.3% 38
2023
Q2 		$511K Buy
+3,900
New +$523K 0.26% 51
2022
Q4 		$804K Sell
6,300
-1,500
-19% -$190K 0.42% 38
2022
Q3 		$906K Sell
7,800
-4,432
-36% -$534K 0.39% 37
2022
Q2 		$1.42M Buy
12,232
+132
+1% +$15K 0.51% 35
2022
Q1 		$1.38M Sell
12,100
-2,100
-15% -$227K 0.5% 31
2021
Q4 		$1.46M Hold
14,200
– – 0.6% 30
2021
Q3 		$1.28M Sell
14,200
-11,800
-45% -$1.12M 0.68% 24
2021
Q2 		$2.55M Sell
26,000
-5,100
-16% -$504K 2.03% 10
2021
Q1 		$2.97M Sell
31,100
-3,900
-11% -$354K 2.7% 11
2020
Q4 		$3.46M Buy
35,000
+4,600
+15% +$435K 2.23% 12
2020
Q3 		$2.88M Hold
30,400
– – 2.26% 11
2020
Q2 		$2.44M Buy
+30,400
New +$2.37M 2.02% 12

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Selective Wealth Management increased its Progressive (PGR) stake by 2.9% in Q2 2026, buying an estimated $8.46K and bringing the position to 1,477 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #109.

Selective Wealth Management first reported a position in PGR in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.46M in Q4 2020. 740 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Selective Wealth Management held 1,477 shares of Progressive worth $307K as of Q2 2026.
  • Selective Wealth Management bought 42 Progressive shares in Q2 2026, an estimated $8.46K.
  • Progressive made up 0.08% of Selective Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Selective Wealth Management first reported a position in Progressive in Q2 2020 and has held it in 24 quarters since.
  • Selective Wealth Management's Progressive position peaked at $3.46M in Q4 2020.
  • 740 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.