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Wilkinson Global Asset Management’s Progressive PGR Stock Holding History

Wilkinson Global Asset Management’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 		$25.5M Sell
116,606
-29,214
-20% -$5.89M 2.02% 19
2026
Q1 		$28.9M Sell
145,820
-2,761
-2% -$570K 2.2% 18
2025
Q4 		$33.8M Sell
148,581
-2,390
-2% -$540K 2.31% 20
2025
Q3 		$37.3M Buy
150,971
+795
+0.5% +$196K 2.35% 19
2025
Q2 		$40.1M Sell
150,176
-8,360
-5% -$2.29M 2.52% 19
2025
Q1 		$44.9M Buy
158,536
+960
+0.6% +$251K 2.81% 17
2024
Q4 		$37.8M Sell
157,576
-1,506
-0.9% -$379K 2.32% 20
2024
Q3 		$40.4M Sell
159,082
-3,175
-2% -$738K 2.43% 19
2024
Q2 		$33.7M Sell
162,257
-4,472
-3% -$936K 2.11% 21
2024
Q1 		$34.5M Sell
166,729
-1,103
-0.7% -$205K 2.17% 21
2023
Q4 		$26.7M Sell
167,832
-3,522
-2% -$551K 1.84% 22
2023
Q3 		$23.9M Sell
171,354
-75,782
-31% -$9.97M 1.83% 22
2023
Q2 		$32.7M Sell
247,136
-821
-0.3% -$110K 2.49% 19
2023
Q1 		$35.5M Buy
247,957
+321
+0.1% +$44.3K 2.81% 16
2022
Q4 		$32.1M Buy
247,636
+9,070
+4% +$1.15M 2.67% 18
2022
Q3 		$27.7M Buy
238,566
+605
+0.3% +$72.8K 2.5% 19
2022
Q2 		$27.7M Sell
237,961
-13,810
-5% -$1.57M 2.36% 18
2022
Q1 		$28.7M Buy
251,771
+1,628
+0.7% +$176K 1.85% 25
2021
Q4 		$25.7M Sell
250,143
-1,441
-0.6% -$138K 1.42% 29
2021
Q3 		$22.7M Sell
251,584
-4,442
-2% -$423K 1.38% 29
2021
Q2 		$25.1M Sell
256,026
-2,464
-1% -$244K 1.48% 30
2021
Q1 		$24.7M Buy
+258,490
New +$23.5M 1.56% 28

Other funds holding PGR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Wilkinson Global Asset Management's PGR Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its Progressive (PGR) stake by 20% in Q2 2026, selling an estimated $5.89M and leaving 116,606 shares worth $25.5M. The position accounts for 2.02% of the portfolio, ranked #19.

Wilkinson Global Asset Management first reported a position in PGR in Q1 2021 and has held it in 22 quarters since. The position peaked at $44.9M in Q1 2025. 966 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wilkinson Global Asset Management held 116,606 shares of Progressive worth $25.5M as of Q2 2026.
  • Wilkinson Global Asset Management sold 29,214 Progressive shares in Q2 2026, an estimated $5.89M.
  • Progressive made up 2.02% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #19 holding.
  • Wilkinson Global Asset Management first reported a position in Progressive in Q1 2021 and has held it in 22 quarters since.
  • Wilkinson Global Asset Management's Progressive position peaked at $44.9M in Q1 2025.
  • 966 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.