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RAFFA WEALTH MANAGEMENT, LLC’s Progressive PGR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$34.5K Buy
158
+9
+6% +$1.81K ﹤0.01% 209
2026
Q1 		$29.5K Buy
149
+2
+1% +$413 ﹤0.01% 213
2025
Q4 		$33.5K Buy
147
+15
+11% +$3.39K 0.01% 198
2025
Q3 		$32.6K Buy
132
+15
+13% +$3.7K 0.01% 195
2025
Q2 		$31.2K Hold
117
– – 0.01% 214
2025
Q1 		$33.1K Hold
117
– – 0.01% 169
2024
Q4 		$28K Hold
117
– – 0.01% 192
2024
Q3 		$29.7K Sell
117
-173
-60% -$40.2K 0.01% 185
2024
Q2 		$60.2K Buy
290
+6
+2% +$1.26K 0.02% 187
2024
Q1 		$58.7K Buy
284
+183
+181% +$34K 0.02% 182
2023
Q4 		$16.1K Hold
101
– – ﹤0.01% 229
2023
Q3 		$14.1K Hold
101
– – ﹤0.01% 228
2023
Q2 		$13.4K Hold
101
– – ﹤0.01% 240
2023
Q1 		$14.4K Buy
101
+7
+7% +$965 0.01% 245
2022
Q4 		$12.2K Buy
94
+12
+15% +$1.52K 0.01% 257
2022
Q3 		$9.53K Hold
82
– – ﹤0.01% 287
2022
Q2 		$9.53K Hold
82
– – ﹤0.01% 291
2022
Q1 		$9.35K Hold
82
– – ﹤0.01% 302
2021
Q4 		$8.42K Sell
82
-17
-17% -$1.62K ﹤0.01% 329
2021
Q3 		$8.95K Hold
99
– – ﹤0.01% 275
2021
Q2 		$9.72K Hold
99
– – ﹤0.01% 269
2021
Q1 		$9.46K Buy
99
+9
+10% +$818 ﹤0.01% 287
2020
Q4 		$8.9K Hold
90
– – ﹤0.01% 266
2020
Q3 		$8.52K Buy
90
+12
+15% +$1.08K ﹤0.01% 258
2020
Q2 		$6.25K Buy
78
+5
+7% +$390 ﹤0.01% 280
2020
Q1 		$5.39K Buy
73
+17
+30% +$1.31K ﹤0.01% 271
2019
Q4 		$4.05K Hold
56
– – ﹤0.01% 296
2019
Q3 		$4.33K Buy
+56
New +$4.41K ﹤0.01% 286
2019
Q2 		– Sell
-56
Closed -$4.04K – 1213
2019
Q1 		$4.04K Hold
56
– – ﹤0.01% 257
2018
Q4 		$3.38K Hold
56
– – ﹤0.01% 281
2018
Q3 		$3.98K Hold
56
– – ﹤0.01% 283
2018
Q2 		$3.31K Hold
56
– – ﹤0.01% 294
2018
Q1 		$3.41K Buy
+56
New +$3.2K ﹤0.01% 282
2017
Q1 		– Sell
-28
Closed -$994 – 723
2016
Q4 		$994 Hold
28
– – ﹤0.01% 437
2016
Q3 		$882 Hold
28
– – ﹤0.01% 460
2016
Q2 		$938 Hold
28
– – ﹤0.01% 423
2016
Q1 		$984 Hold
28
– – ﹤0.01% 399
2015
Q4 		$890 Hold
28
– – ﹤0.01% 426
2015
Q3 		$858 Hold
28
– – ﹤0.01% 429
2015
Q2 		$779 Hold
28
– – ﹤0.01% 471
2015
Q1 		$762 Hold
28
– – ﹤0.01% 488
2014
Q4 		$756 Hold
28
– – ﹤0.01% 454
2014
Q3 		$708 Buy
+28
New +$690 ﹤0.01% 442
2014
Q1 		– Sell
-28
Closed -$756 – 607
2013
Q4 		$756 Buy
+28
New +$755 ﹤0.01% 454

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PGR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Progressive (PGR) stake by 6% in Q2 2026, buying an estimated $1.81K and bringing the position to 158 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PGR in Q4 2013 and has held it in 44 quarters since. The position peaked at $60.2K in Q2 2024. 577 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 158 shares of Progressive worth $34.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 9 Progressive shares in Q2 2026, an estimated $1.81K.
  • Progressive made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #209 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Progressive in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Progressive position peaked at $60.2K in Q2 2024.
  • 577 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.