Valley Wealth Managers
PGR icon

Valley Wealth Managers’s Progressive PGR Stock Holding History

Valley Wealth Managers’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 		$22.2M Buy
107,132
+2,461
+2% +$532K 1.26% 35
2026
Q2 		$22.9M Buy
104,671
+4,036
+4% +$813K 1.32% 31
2026
Q1 		$19.9M Buy
100,635
+9,030
+10% +$1.86M 1.28% 36
2025
Q4 		$20.9M Buy
91,605
+1,718
+2% +$388K 1.34% 30
2025
Q3 		$22.2M Buy
89,887
+832
+0.9% +$205K 1.47% 26
2025
Q2 		$23.8M Sell
89,055
-3,632
-4% -$996K 1.71% 12
2025
Q1 		$26.2M Sell
92,687
-5,127
-5% -$1.34M 1.99% 5
2024
Q4 		$23.4M Sell
97,814
-2,941
-3% -$740K 1.75% 13
2024
Q3 		$25.6M Sell
100,755
-12,546
-11% -$2.92M 1.89% 6
2024
Q2 		$23.5M Sell
113,301
-12,253
-10% -$2.56M 1.87% 9
2024
Q1 		$26M Sell
125,554
-11,298
-8% -$2.1M 1.96% 7
2023
Q4 		$21.8M Sell
136,852
-4,445
-3% -$696K 1.7% 14
2023
Q3 		$19.7M Sell
141,297
-3,747
-3% -$493K 1.64% 16
2023
Q2 		$19.2M Sell
145,044
-6,130
-4% -$822K 1.72% 20
2023
Q1 		$21.6M Sell
151,174
-9,996
-6% -$1.38M 1.97% 9
2022
Q4 		$20.9M Sell
161,170
-6,940
-4% -$879K 1.94% 13
2022
Q3 		$19.5M Sell
168,110
-12,709
-7% -$1.53M 1.95% 12
2022
Q2 		$21M Sell
180,819
-6,802
-4% -$771K 1.97% 11
2022
Q1 		$21.4M Sell
187,621
-8,768
-4% -$948K 1.79% 17
2021
Q4 		$20.2M Sell
196,389
-2,610
-1% -$249K 1.62% 23
2021
Q3 		$18M Sell
198,999
-230
-0.1% -$21.9K 1.57% 28
2021
Q2 		$19.6M Sell
199,229
-3,603
-2% -$356K 1.65% 26
2021
Q1 		$19.4M Sell
202,832
-2,975
-1% -$270K 1.74% 24
2020
Q4 		$20.4M Sell
205,807
-10,977
-5% -$1.04M 1.99% 10
2020
Q3 		$20.5M Sell
216,784
-11,670
-5% -$1.05M 2.26% 6
2020
Q2 		$18.3M Sell
228,454
-7,920
-3% -$618K 2.05% 10
2020
Q1 		$17.5M Sell
236,374
-13,215
-5% -$1.02M 2.27% 9
2019
Q4 		$18.1M Buy
249,589
+305
+0.1% +$22K 1.81% 23
2019
Q3 		$19.3M Sell
249,284
-151
-0.1% -$11.9K 2.04% 13
2019
Q2 		$19.9M Buy
249,435
+2,985
+1% +$231K 2.12% 10
2019
Q1 		$17.8M Buy
+246,450
New +$16.9M 1.94% 19

Other funds holding PGR

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
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
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Valley Wealth Managers's PGR Position: Q3 2026 in Review

Valley Wealth Managers increased its Progressive (PGR) stake by 2.4% in Q3 2026, buying an estimated $532K and bringing the position to 107,132 shares worth $22.2M. The position accounts for 1.26% of the portfolio, ranked #35.

Valley Wealth Managers first reported a position in PGR in Q1 2019 and has held it in 31 quarters since. The position peaked at $26.2M in Q1 2025. 442 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Valley Wealth Managers held 107,132 shares of Progressive worth $22.2M as of Q3 2026.
  • Valley Wealth Managers bought 2,461 Progressive shares in Q3 2026, an estimated $532K.
  • Progressive made up 1.26% of Valley Wealth Managers's portfolio in Q3 2026, its #35 holding.
  • Valley Wealth Managers first reported a position in Progressive in Q1 2019 and has held it in 31 quarters since.
  • Valley Wealth Managers's Progressive position peaked at $26.2M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.