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Waldron Private Wealth’s Progressive PGR Stock Holding History

Waldron Private 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
Q2 		$3.65M Hold
16,731
– – 0.13% 70
2026
Q1 		$3.32M Buy
16,731
+160
+1% +$33K 0.13% 71
2025
Q4 		$3.77M Sell
16,571
-112
-0.7% -$25.3K 0.15% 63
2025
Q3 		$4.12M Buy
16,683
+62
+0.4% +$15.3K 0.17% 63
2025
Q2 		$4.44M Sell
16,621
-227
-1% -$62.2K 0.19% 58
2025
Q1 		$4.77M Sell
16,848
-4,566
-21% -$1.19M 0.23% 55
2024
Q4 		$5.13M Buy
21,414
+270
+1% +$68K 0.21% 62
2024
Q3 		$5.37M Buy
21,144
+52
+0.2% +$12.1K 0.22% 60
2024
Q2 		$4.38M Sell
21,092
-11
-0.1% -$2.3K 0.2% 63
2024
Q1 		$4.36M Buy
21,103
+23
+0.1% +$4.27K 0.2% 63
2023
Q4 		$3.36M Buy
21,080
+205
+1% +$32.1K 0.16% 76
2023
Q3 		$2.91M Buy
20,875
+205
+1% +$27K 0.15% 86
2023
Q2 		$2.74M Sell
20,670
-1,155
-5% -$155K 0.14% 85
2023
Q1 		$3.12M Buy
21,825
+507
+2% +$69.9K 0.15% 81
2022
Q4 		$2.48M Hold
21,318
– – 0.15% 90
2022
Q3 		$2.48M Sell
21,318
-36
-0.2% -$4.33K 0.15% 90
2022
Q2 		$2.48M Buy
21,354
+403
+2% +$45.7K 0.14% 94
2022
Q1 		$2.39M Buy
20,951
+133
+0.6% +$14.4K 0.12% 105
2021
Q4 		$2.14M Sell
20,818
-357
-2% -$34.1K 0.11% 110
2021
Q3 		$1.91M Buy
21,175
+988
+5% +$94.2K 0.11% 105
2021
Q2 		$1.98M Sell
20,187
-23,855
-54% -$2.36M 0.13% 99
2021
Q1 		$4.21M Sell
44,042
-50
-0.1% -$4.54K 0.29% 54
2020
Q4 		$4.36M Sell
44,092
-68
-0.2% -$6.43K 0.32% 46
2020
Q3 		$4.18M Buy
44,160
+333
+0.8% +$29.9K 0.36% 44
2020
Q2 		$3.51M Sell
43,827
-705
-2% -$55K 0.31% 46
2020
Q1 		$3.29M Buy
44,532
+220
+0.5% +$17K 0.35% 49
2019
Q4 		$3.21M Buy
44,312
+170
+0.4% +$12.3K 0.29% 52
2019
Q3 		$3.41M Buy
+44,142
New +$3.47M 0.35% 50

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

Waldron Private Wealth's PGR Position: Q2 2026 in Review

Waldron Private Wealth held its Progressive (PGR) position steady in Q2 2026 at 16,731 shares worth $3.65M. The position accounts for 0.13% of the portfolio, ranked #70.

Waldron Private Wealth first reported a position in PGR in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.37M in Q3 2024. 316 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Waldron Private Wealth held 16,731 shares of Progressive worth $3.65M as of Q2 2026.
  • Waldron Private Wealth left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.13% of Waldron Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Waldron Private Wealth first reported a position in Progressive in Q3 2019 and has held it in 28 quarters since.
  • Waldron Private Wealth's Progressive position peaked at $5.37M in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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