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Venturi Wealth Management’s Progressive PGR Stock Holding History

Venturi Wealth Management’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 		$20.1M Sell
92,090
-566
-0.6% -$114K 0.78% 34
2026
Q1 		$18.4M Buy
92,656
+25,616
+38% +$5.29M 0.83% 37
2025
Q4 		$15.3M Buy
67,040
+615
+0.9% +$139K 0.68% 39
2025
Q3 		$16.4M Buy
66,425
+3,079
+5% +$759K 0.76% 39
2025
Q2 		$16.9M Sell
63,346
-2,215
-3% -$607K 0.84% 34
2025
Q1 		$18.6M Buy
65,561
+2,433
+4% +$636K 0.97% 23
2024
Q4 		$15.1M Buy
63,128
+2,989
+5% +$752K 0.74% 34
2024
Q3 		$15.3M Sell
60,139
-7,817
-12% -$1.82M 0.8% 34
2024
Q2 		$14.1M Sell
67,956
-573
-0.8% -$120K 0.84% 29
2024
Q1 		$14.2M Sell
68,529
-6,257
-8% -$1.16M 0.91% 21
2023
Q4 		$11.9M Sell
74,786
-721
-1% -$113K 0.84% 32
2023
Q3 		$10.5M Buy
75,507
+1,513
+2% +$199K 0.83% 26
2023
Q2 		$9.79M Sell
73,994
-857
-1% -$115K 0.79% 31
2023
Q1 		$10.7M Sell
74,851
-3,336
-4% -$460K 0.88% 22
2022
Q4 		$10.1M Sell
78,187
-14,805
-16% -$1.88M 0.89% 25
2022
Q3 		$10.8M Sell
92,992
-8,012
-8% -$965K 1.04% 18
2022
Q2 		$11.7M Sell
101,004
-2,906
-3% -$329K 1.05% 16
2022
Q1 		$11.8M Sell
103,910
-1,699
-2% -$184K 0.91% 18
2021
Q4 		$10.8M Buy
105,609
+2,311
+2% +$221K 0.82% 35
2021
Q3 		$9.34M Buy
103,298
+7,820
+8% +$745K 0.78% 33
2021
Q2 		$9.38M Buy
95,478
+787
+0.8% +$77.8K 0.83% 30
2021
Q1 		$9.05M Buy
94,691
+4,514
+5% +$410K 0.86% 32
2020
Q4 		$8.92M Sell
90,177
-2,777
-3% -$263K 0.92% 27
2020
Q3 		$8.8M Sell
92,954
-4,343
-4% -$390K 1.02% 26
2020
Q2 		$7.79M Buy
+97,297
New +$7.59M 1.05% 26
2020
Q1 		– Sell
-97,108
Closed -$7.03M – 247
2019
Q4 		$7.03M Sell
97,108
-3,552
-4% -$256K 0.85% 40
2019
Q3 		$7.78M Buy
100,660
+4,072
+4% +$320K 1% 38
2019
Q2 		$7.72M Sell
96,588
-25,202
-21% -$1.95M 1.05% 38
2019
Q1 		$8.86M Buy
121,790
+12,643
+12% +$866K 1.15% 28
2018
Q4 		$6.36M Buy
109,147
+1,833
+2% +$122K 1.03% 25
2018
Q3 		$7.59M Buy
107,314
+1,668
+2% +$107K 1.34% 20
2018
Q2 		$6.61M Buy
+105,646
New +$6.47M 1.23% 25
2017
Q3 		– Sell
-6,000
Closed -$265K – 193
2017
Q2 		$265K Sell
6,000
-2,000
-25% -$83.1K 0.06% 158
2017
Q1 		$312K Sell
8,000
-2,000
-20% -$76.3K 0.07% 145
2016
Q4 		$355K Hold
10,000
– – 0.1% 132
2016
Q3 		$315K Buy
+10,000
New +$326K 0.1% 118

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Venturi Wealth Management's PGR Position: Q2 2026 in Review

Venturi Wealth Management reduced its Progressive (PGR) stake by 0.61% in Q2 2026, selling an estimated $114K and leaving 92,090 shares worth $20.1M. The position accounts for 0.78% of the portfolio, ranked #34.

Venturi Wealth Management first reported a position in PGR in Q3 2016 and has held it in 36 quarters since. 316 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Venturi Wealth Management held 92,090 shares of Progressive worth $20.1M as of Q2 2026.
  • Venturi Wealth Management sold 566 Progressive shares in Q2 2026, an estimated $114K.
  • Progressive made up 0.78% of Venturi Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Venturi Wealth Management first reported a position in Progressive in Q3 2016 and has held it in 36 quarters since.
  • 316 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.