Waldron Private Wealth
PGR icon

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
Q3 		$3.55M Buy
17,139
+408
+2% +$88.1K 0.12% 68
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% -$4.34K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Waldron Private Wealth's PGR Position: Q3 2026 in Review

Waldron Private Wealth increased its Progressive (PGR) stake by 2.4% in Q3 2026, buying an estimated $88.1K and bringing the position to 17,139 shares worth $3.55M. The position accounts for 0.12% of the portfolio, ranked #68.

Waldron Private Wealth first reported a position in PGR in Q3 2019 and has held it in 29 quarters since. The position peaked at $5.37M in Q3 2024. 862 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Waldron Private Wealth held 17,139 shares of Progressive worth $3.55M as of Q3 2026.
  • Waldron Private Wealth bought 408 Progressive shares in Q3 2026, an estimated $88.1K.
  • Progressive made up 0.12% of Waldron Private Wealth's portfolio in Q3 2026, its #68 holding.
  • Waldron Private Wealth first reported a position in Progressive in Q3 2019 and has held it in 29 quarters since.
  • Waldron Private Wealth's Progressive position peaked at $5.37M in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.