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Wellspring Financial Advisors’s Progressive PGR Stock Holding History

Wellspring Financial 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 		$731K Sell
3,348
-420
-11% -$84.6K 0.05% 128
2026
Q1 		$747K Sell
3,768
-147
-4% -$30.3K 0.06% 122
2025
Q4 		$893K Buy
+3,915
New +$884K 0.07% 94

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

Wellspring Financial Advisors's PGR Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Progressive (PGR) stake by 11% in Q2 2026, selling an estimated $84.6K and leaving 3,348 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #128.

Wellspring Financial Advisors first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $893K in Q4 2025. 496 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wellspring Financial Advisors held 3,348 shares of Progressive worth $731K as of Q2 2026.
  • Wellspring Financial Advisors sold 420 Progressive shares in Q2 2026, an estimated $84.6K.
  • Progressive made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Wellspring Financial Advisors first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Progressive position peaked at $893K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.