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Waddell & Associates’s Progressive PGR Stock Holding History

Waddell & Associates’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 		$529K Sell
2,421
-88
-4% -$17.7K 0.03% 262
2026
Q1 		$497K Sell
2,509
-1,105
-31% -$228K 0.03% 240
2025
Q4 		$823K Buy
3,614
+853
+31% +$193K 0.06% 107
2025
Q3 		$682K Buy
2,761
+517
+23% +$127K 0.06% 101
2025
Q2 		$599K Buy
2,244
+126
+6% +$34.5K 0.06% 93
2025
Q1 		$599K Hold
2,118
– – 0.07% 72
2024
Q4 		$507K Sell
2,118
-191
-8% -$48.1K 0.05% 81
2024
Q3 		$586K Hold
2,309
– – 0.07% 72
2024
Q2 		$480K Hold
2,309
– – 0.06% 77
2024
Q1 		$478K Hold
2,309
– – 0.06% 74
2023
Q4 		$368K Hold
2,309
– – 0.05% 95
2023
Q3 		$322K Hold
2,309
– – 0.05% 118
2023
Q2 		$306K Buy
+2,309
New +$310K 0.04% 121

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

Waddell & Associates's PGR Position: Q2 2026 in Review

Waddell & Associates reduced its Progressive (PGR) stake by 3.5% in Q2 2026, selling an estimated $17.7K and leaving 2,421 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #262.

Waddell & Associates first reported a position in PGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $823K in Q4 2025. 580 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Waddell & Associates held 2,421 shares of Progressive worth $529K as of Q2 2026.
  • Waddell & Associates sold 88 Progressive shares in Q2 2026, an estimated $17.7K.
  • Progressive made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #262 holding.
  • Waddell & Associates first reported a position in Progressive in Q2 2023 and has held it in 13 quarters since.
  • Waddell & Associates's Progressive position peaked at $823K in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.