UW
PGR icon

Unique Wealth’s Progressive PGR Stock Holding History

Unique Wealth’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 		$271K Buy
1,240
+51
+4% +$10.3K 0.03% 182
2026
Q1 		$236K Sell
1,189
-230
-16% -$47.5K 0.03% 170
2025
Q4 		$323K Sell
1,419
-46
-3% -$10.4K 0.05% 150
2025
Q3 		$362K Buy
1,465
+66
+5% +$16.3K 0.05% 133
2025
Q2 		$373K Buy
1,399
+27
+2% +$7.4K 0.06% 127
2025
Q1 		$388K Buy
1,372
+44
+3% +$11.5K 0.07% 114
2024
Q4 		$318K Sell
1,328
-256
-16% -$64.4K 0.07% 113
2024
Q3 		$402K Buy
1,584
+2
+0.1% +$465 0.09% 85
2024
Q2 		$329K Buy
1,582
+4
+0.3% +$837 0.09% 72
2024
Q1 		$326K Sell
1,578
-48
-3% -$8.91K 0.09% 70
2023
Q4 		$259K Sell
1,626
-347
-18% -$54.3K 0.08% 73
2023
Q3 		$275K Sell
1,973
-2,000
-50% -$263K 0.11% 69
2023
Q2 		$526K Buy
3,973
+24
+0.6% +$3.22K 0.23% 33
2023
Q1 		$565K Sell
3,949
-20
-0.5% -$2.76K 0.27% 25
2022
Q4 		$515K Buy
+3,969
New +$503K 0.27% 29

Other funds holding PGR

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Unique Wealth's PGR Position: Q2 2026 in Review

Unique Wealth increased its Progressive (PGR) stake by 4.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,240 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #182.

Unique Wealth first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $565K in Q1 2023. 660 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Unique Wealth held 1,240 shares of Progressive worth $271K as of Q2 2026.
  • Unique Wealth bought 51 Progressive shares in Q2 2026, an estimated $10.3K.
  • Progressive made up 0.03% of Unique Wealth's portfolio in Q2 2026, its #182 holding.
  • Unique Wealth first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • Unique Wealth's Progressive position peaked at $565K in Q1 2023.
  • 660 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.