Unique Wealth
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
Q3 		$258K Buy
1,246
+6
+0.5% +$1.3K 0.03% 190
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Unique Wealth's PGR Position: Q3 2026 in Review

Unique Wealth increased its Progressive (PGR) stake by 0.48% in Q3 2026, buying an estimated $1.3K and bringing the position to 1,246 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #190.

Unique Wealth first reported a position in PGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $565K in Q1 2023. 651 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Unique Wealth held 1,246 shares of Progressive worth $258K as of Q3 2026.
  • Unique Wealth bought 6 Progressive shares in Q3 2026, an estimated $1.3K.
  • Progressive made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #190 holding.
  • Unique Wealth first reported a position in Progressive in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's Progressive position peaked at $565K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.