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YHB Investment Advisors’s Progressive PGR Stock Holding History

YHB Investment 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 		$319K Buy
1,458
+36
+3% +$7.25K 0.02% 267
2026
Q1 		$282K Sell
1,422
-63
-4% -$13K 0.02% 266
2025
Q4 		$338K Hold
1,485
– – 0.02% 243
2025
Q3 		$367K Hold
1,485
– – 0.03% 235
2025
Q2 		$396K Sell
1,485
-8
-0.5% -$2.19K 0.03% 227
2025
Q1 		$423K Buy
1,493
+445
+42% +$116K 0.04% 218
2024
Q4 		$251K Sell
1,048
-10
-0.9% -$2.52K 0.02% 255
2024
Q3 		$268K Buy
1,058
+11
+1% +$2.56K 0.02% 246
2024
Q2 		$217K Hold
1,047
– – 0.02% 267
2024
Q1 		$217K Buy
+1,047
New +$194K 0.02% 261

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

YHB Investment Advisors's PGR Position: Q2 2026 in Review

YHB Investment Advisors increased its Progressive (PGR) stake by 2.5% in Q2 2026, buying an estimated $7.25K and bringing the position to 1,458 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #267.

YHB Investment Advisors first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $423K in Q1 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • YHB Investment Advisors held 1,458 shares of Progressive worth $319K as of Q2 2026.
  • YHB Investment Advisors bought 36 Progressive shares in Q2 2026, an estimated $7.25K.
  • Progressive made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #267 holding.
  • YHB Investment Advisors first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • YHB Investment Advisors's Progressive position peaked at $423K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.