Turtle Creek Wealth Advisors’s Progressive PGR Stock Holding History

Turtle Creek Wealth 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	$10.5M	Buy	48,203 +5,968	+14%	+$1.2M	0.56%	44
2026 Q1	$8.37M	Buy	42,235 +4,454	+12%	+$919K	0.63%	43
2025 Q4	$8.6M	Buy	37,781 +5,617	+17%	+$1.27M	0.68%	40
2025 Q3	$7.94M	Buy	32,164 +10,386	+48%	+$2.56M	0.71%	38
2025 Q2	$5.81M	Sell	21,778 -4,373	-17%	-$1.2M	0.69%	45
2025 Q1	$7.4M	Buy	+26,151	New	+$6.84M	1.1%	26
2024 Q4	–	Sell	-957	Closed	-$243K	–	144
2024 Q3	$243K	Buy	+957	New	+$222K	0.05%	156
2024 Q1	–	Sell	-670	Closed	-$107K	–	645
2023 Q4	$107K	Buy	+670	New	+$105K	0.03%	191

Other funds holding PGR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

Turtle Creek Wealth Advisors's PGR Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Progressive (PGR) stake by 14% in Q2 2026, buying an estimated $1.2M and bringing the position to 48,203 shares worth $10.5M. The position accounts for 0.56% of the portfolio, ranked #44.

Turtle Creek Wealth Advisors first reported a position in PGR in Q4 2023 and has held it in 8 quarters since. 837 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Turtle Creek Wealth Advisors held 48,203 shares of Progressive worth $10.5M as of Q2 2026.
Turtle Creek Wealth Advisors bought 5,968 Progressive shares in Q2 2026, an estimated $1.2M.
Progressive made up 0.56% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Turtle Creek Wealth Advisors first reported a position in Progressive in Q4 2023 and has held it in 8 quarters since.
837 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.