Symphony Financial Services’s Progressive PGR Stock Holding History

Symphony Financial Services’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	$655K	Hold	2,996	–	–	0.29%	46
2026 Q1	$594K	Sell	2,996 -74	-2%	-$15.3K	0.3%	49
2025 Q4	$699K	Buy	3,070 +186	+6%	+$42K	0.36%	45
2025 Q3	$712K	Buy	2,884 +13	+0.5%	+$3.21K	0.38%	40
2025 Q2	$766K	Buy	2,871 +165	+6%	+$45.2K	0.46%	32
2025 Q1	$766K	Sell	2,706 -47	-2%	-$12.3K	0.5%	29
2024 Q4	$660K	Sell	2,753 -23	-0.8%	-$5.79K	0.53%	31
2024 Q3	$705K	Hold	2,776	–	–	0.6%	31
2024 Q2	$582K	Buy	+2,776	New	+$581K	0.5%	39

Other funds holding PGR

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 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Symphony Financial Services's PGR Position: Q2 2026 in Review

Symphony Financial Services held its Progressive (PGR) position steady in Q2 2026 at 2,996 shares worth $655K. The position accounts for 0.29% of the portfolio, ranked #46.

Symphony Financial Services first reported a position in PGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $766K in Q2 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Symphony Financial Services held 2,996 shares of Progressive worth $655K as of Q2 2026.
Symphony Financial Services left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.29% of Symphony Financial Services's portfolio in Q2 2026, its #46 holding.
Symphony Financial Services first reported a position in Progressive in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Progressive position peaked at $766K in Q2 2025.
753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.