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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
Q3 		$293K Sell
1,415
-43
-3% -$9.29K 0.02% 276
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

YHB Investment Advisors's PGR Position: Q3 2026 in Review

YHB Investment Advisors reduced its Progressive (PGR) stake by 2.9% in Q3 2026, selling an estimated $9.29K and leaving 1,415 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #276.

YHB Investment Advisors first reported a position in PGR in Q1 2024 and has held it in 11 quarters since. The position peaked at $423K in Q1 2025. 199 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • YHB Investment Advisors held 1,415 shares of Progressive worth $293K as of Q3 2026.
  • YHB Investment Advisors sold 43 Progressive shares in Q3 2026, an estimated $9.29K.
  • Progressive made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #276 holding.
  • YHB Investment Advisors first reported a position in Progressive in Q1 2024 and has held it in 11 quarters since.
  • YHB Investment Advisors's Progressive position peaked at $423K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.