Waters Parkerson & Co’s Progressive PGR Stock Holding History

Waters Parkerson & Co’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	$372K	Hold	1,705	–	–	0.02%	156
2026 Q1	$338K	Hold	1,705	–	–	0.02%	159
2025 Q4	$388K	Buy	1,705 +525	+44%	+$119K	0.02%	151
2025 Q3	$291K	Hold	1,180	–	–	0.01%	163
2025 Q2	$315K	Buy	1,180 +160	+16%	+$43.9K	0.02%	162
2025 Q1	$289K	Sell	1,020 -150	-13%	-$39.2K	0.02%	164
2024 Q4	$280K	Sell	1,170 -736	-39%	-$185K	0.01%	160
2024 Q3	$484K	Buy	1,906 +490	+35%	+$114K	0.02%	134
2024 Q2	$294K	Buy	+1,416	New	+$296K	0.02%	149

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

ATO

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

Waters Parkerson & Co's PGR Position: Q2 2026 in Review

Waters Parkerson & Co held its Progressive (PGR) position steady in Q2 2026 at 1,705 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #156.

Waters Parkerson & Co first reported a position in PGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $484K in Q3 2024. 1,070 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Waters Parkerson & Co held 1,705 shares of Progressive worth $372K as of Q2 2026.
Waters Parkerson & Co left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.02% of Waters Parkerson & Co's portfolio in Q2 2026, its #156 holding.
Waters Parkerson & Co first reported a position in Progressive in Q2 2024 and has held it in 9 quarters since.
Waters Parkerson & Co's Progressive position peaked at $484K in Q3 2024.
1,070 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.