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Creative Planning → PGR

Creative Planning PGR Position History

The Progressive Corporation • Financial Services

Quarters held
15
Latest value
$3.5M
Q3 2026
Peak value
$33.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$23M
Q3 2025$2.2M
Q3 2025$746K
Q4 2025$2.4M
Q4 2025$26.1M
Q4 2025$717K
Q1 2026$641K
Q1 2026$26.1M
Q1 2026$2.7M
Q2 2026$866K
Q2 2026$32.9M
Q2 2026$3.1M
Q3 2026$734K
Q3 2026$33.5M
Q3 2026$3.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.5M63.0K——
Q3 2026$33.5M161.6K——
Q3 2026$734K3.5K——
Q2 2026$3.1M56.6K——
Q2 2026$32.9M150.7K——
Q2 2026$866K4.0K——
Q1 2026$2.7M53.9K——
Q1 2026$26.1M131.7K——
Q1 2026$641K3.2K——
Q4 2025$717K3.1K——
Q4 2025$26.1M114.6K——
Q4 2025$2.4M49.4K——
Q3 2025$746K3.0K——
Q3 2025$2.2M47.9K——
Q3 2025$23M93.3K——

Other funds holding PGR

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B