Warren Street Wealth Advisors’s Progressive PGR Stock Holding History

Warren Street Wealth Advisors’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	$264K	Buy	+1,210	New	+$244K	0.06%	114
2026 Q1	–	Sell	-903	Closed	-$206K	–	140
2025 Q4	$206K	Sell	903 -422	-32%	-$95.3K	0.06%	120
2025 Q3	$327K	Sell	1,325 -31	-2%	-$7.64K	0.1%	90
2025 Q2	$362K	Buy	1,356 +137	+11%	+$37.6K	0.12%	81
2025 Q1	$345K	Buy	1,219 +91	+8%	+$23.8K	0.13%	71
2024 Q4	$270K	Buy	1,128 +154	+16%	+$38.8K	0.11%	83
2024 Q3	$247K	Buy	+974	New	+$226K	0.1%	83

Other funds holding PGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Warren Street Wealth Advisors's PGR Position: Q2 2026 in Review

Warren Street Wealth Advisors opened a new position in Progressive (PGR) in Q2 2026: 1,210 shares worth $264K. The stake represents 0.06% of the portfolio and ranks #114 among its holdings. This is a return to the name: Warren Street Wealth Advisors previously reported a position in PGR as recently as Q4 2025.

Warren Street Wealth Advisors first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $362K in Q2 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Warren Street Wealth Advisors held 1,210 shares of Progressive worth $264K as of Q2 2026.
Progressive was a new Warren Street Wealth Advisors position in Q2 2026.
Progressive made up 0.06% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Warren Street Wealth Advisors first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
Warren Street Wealth Advisors's Progressive position peaked at $362K in Q2 2025.
753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.