Sequoia Financial Advisors’s Progressive PGR Stock Holding History

Sequoia Financial 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	$5.57M	Hold	25,500	–	–	0.03%	335
2026 Q1	$5.06M	Buy	+25,500	New	+$5.26M	0.03%	324
2025 Q4	–	Sell	-25,500	Closed	-$5.76M	–	292
2025 Q3	$6.3M	Buy	+25,500	New	+$6.29M	0.04%	267
2025 Q2	–	Hold	0	–	–	–	226
2025 Q1	–	Hold	0	–	–	–	235
2024 Q4	–	Hold	0	–	–	–	245

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sequoia Financial Advisors's PGR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Progressive (PGR) stake by 1.4% in Q2 2026, selling an estimated $390K and leaving 135,459 shares worth $29.6M. The position accounts for 0.15% of the portfolio, ranked #105.

Sequoia Financial Advisors first reported a position in PGR in Q1 2019 and has held it in 30 quarters since. 395 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Sequoia Financial Advisors held 135,459 shares of Progressive worth $29.6M as of Q2 2026.
Sequoia Financial Advisors sold 1,936 Progressive shares in Q2 2026, an estimated $390K.
Progressive made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #105 holding.
Sequoia Financial Advisors first reported a position in Progressive in Q1 2019 and has held it in 30 quarters since.
395 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.