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PGR icon

TrueWealth Advisors’s Progressive PGR Stock Holding History

TrueWealth 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 		$268K Sell
1,225
-34
-3% -$6.85K 0.06% 209
2026
Q1 		$249K Sell
1,259
-2,400
-66% -$495K 0.06% 209
2025
Q4 		$833K Buy
3,659
+74
+2% +$16.7K 0.22% 87
2025
Q3 		$885K Buy
3,585
+1,042
+41% +$257K 0.24% 80
2025
Q2 		$678K Buy
2,543
+323
+15% +$88.5K 0.2% 92
2025
Q1 		$628K Buy
2,220
+1,351
+155% +$353K 0.21% 87
2024
Q4 		$208K Sell
869
-1
-0.1% -$252 0.07% 216
2024
Q3 		$221K Buy
+870
New +$202K 0.07% 209
2024
Q2 		– Sell
-1,493
Closed -$309K – 231
2024
Q1 		$309K Sell
1,493
-1,113
-43% -$207K 0.12% 143
2023
Q4 		$415K Buy
2,606
+665
+34% +$104K 0.16% 103
2023
Q3 		$270K Buy
+1,941
New +$255K 0.11% 146

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

TrueWealth Advisors's PGR Position: Q2 2026 in Review

TrueWealth Advisors reduced its Progressive (PGR) stake by 2.7% in Q2 2026, selling an estimated $6.85K and leaving 1,225 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #209.

TrueWealth Advisors first reported a position in PGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $885K in Q3 2025. 746 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • TrueWealth Advisors held 1,225 shares of Progressive worth $268K as of Q2 2026.
  • TrueWealth Advisors sold 34 Progressive shares in Q2 2026, an estimated $6.85K.
  • Progressive made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #209 holding.
  • TrueWealth Advisors first reported a position in Progressive in Q3 2023 and has held it in 11 quarters since.
  • TrueWealth Advisors's Progressive position peaked at $885K in Q3 2025.
  • 746 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.