Planning Strategies Inc.’s Progressive PGR Stock Holding History

Planning Strategies Inc.’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	$7.65K	Buy	+35	New	+$7.05K	﹤0.01%	366

Other funds holding PGR

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Planning Strategies Inc.'s PGR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Progressive (PGR) in Q2 2026: 35 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

660 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Planning Strategies Inc. held 35 shares of Progressive worth $7.65K as of Q2 2026.
Progressive was a new Planning Strategies Inc. position in Q2 2026.
Progressive made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #366 holding.
660 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.