Stonehearth Capital Management’s Progressive PGR Stock Holding History

Stonehearth Capital 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	$313K	Hold	1,433	–	–	0.11%	61
2026 Q1	$284K	Hold	1,433	–	–	0.11%	72
2025 Q4	$326K	Sell	1,433 -220	-13%	-$49.7K	0.12%	63
2025 Q3	$408K	Hold	1,653	–	–	0.16%	52
2025 Q2	$441K	Hold	1,653	–	–	0.18%	47
2025 Q1	$468K	Hold	1,653	–	–	0.19%	46
2024 Q4	$396K	Sell	1,653 -270	-14%	-$68K	0.16%	45
2024 Q3	$488K	Hold	1,923	–	–	0.19%	38
2024 Q2	$399K	Sell	1,923 -24	-1%	-$5.02K	0.17%	39
2024 Q1	$403K	Sell	1,947 -1	-0.1%	-$186	0.18%	40
2023 Q4	$310K	Sell	1,948 -434	-18%	-$67.9K	0.15%	45
2023 Q3	$332K	Hold	2,382	–	–	0.18%	42
2023 Q2	$315K	Hold	2,382	–	–	0.17%	46
2023 Q1	$341K	Sell	2,382 -23	-1%	-$3.17K	0.18%	45
2022 Q4	$312K	Sell	2,405 -566	-19%	-$71.7K	0.18%	48
2022 Q3	$345K	Buy	2,971 +23	+0.8%	+$2.77K	0.21%	41
2022 Q2	$355K	Hold	2,948	–	–	0.2%	45
2022 Q1	$336K	Hold	2,948	–	–	0.17%	46
2021 Q4	$303K	Hold	2,948	–	–	0.16%	48
2021 Q3	$266K	Hold	2,948	–	–	0.14%	52
2021 Q2	$290K	Sell	2,948 -1,513	-34%	-$150K	0.14%	50
2021 Q1	$427K	Sell	4,461 -690	-13%	-$62.7K	0.23%	39
2020 Q4	$509K	Buy	5,151 +322	+7%	+$30.5K	0.29%	35
2020 Q3	$457K	Sell	4,829 -178	-4%	-$16K	0.3%	37
2020 Q2	$451K	Buy	5,007 +12	+0.2%	+$937	0.3%	36
2020 Q1	$369K	Sell	4,995 -287	-5%	-$22.1K	0.3%	37
2019 Q4	$382K	Hold	5,282	–	–	0.25%	42
2019 Q3	$408K	Hold	5,282	–	–	0.3%	39
2019 Q2	$422K	Buy	+5,282	New	+$409K	0.31%	37

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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Stonehearth Capital Management's PGR Position: Q2 2026 in Review

Stonehearth Capital Management held its Progressive (PGR) position steady in Q2 2026 at 1,433 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #61.

Stonehearth Capital Management first reported a position in PGR in Q2 2019 and has held it in 29 quarters since. The position peaked at $509K in Q4 2020. 273 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Stonehearth Capital Management held 1,433 shares of Progressive worth $313K as of Q2 2026.
Stonehearth Capital Management left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.11% of Stonehearth Capital Management's portfolio in Q2 2026, its #61 holding.
Stonehearth Capital Management first reported a position in Progressive in Q2 2019 and has held it in 29 quarters since.
Stonehearth Capital Management's Progressive position peaked at $509K in Q4 2020.
273 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.