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Wealthquest’s Progressive PGR Stock Holding History

Wealthquest’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 		$228K Buy
1,046
+31
+3% +$6.25K 0.01% 161
2026
Q1 		$201K Buy
+1,015
New +$209K 0.01% 150

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
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

Wealthquest's PGR Position: Q2 2026 in Review

Wealthquest increased its Progressive (PGR) stake by 3.1% in Q2 2026, buying an estimated $6.25K and bringing the position to 1,046 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #161.

Wealthquest first reported a position in PGR in Q1 2026 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wealthquest held 1,046 shares of Progressive worth $228K as of Q2 2026.
  • Wealthquest bought 31 Progressive shares in Q2 2026, an estimated $6.25K.
  • Progressive made up 0.01% of Wealthquest's portfolio in Q2 2026, its #161 holding.
  • Wealthquest first reported a position in Progressive in Q1 2026 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.