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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

PGR holding history

Progressive Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PGR overviewAll 13F holders of PGRFull Q2 2026 holdings

Shares (Q2 2026)
308,477
Value
$67.4M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of PGR by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026308,477$67.4M1.0%−8,893−2.8%ReducedHolders
Q1 2026317,370$62.9M1.0%+40,117+14.5%AddedHolders
Q4 2025277,253$63.1M0.9%−34,491−11.1%ReducedHolders
Q3 2025311,744$77.0M1.1%+42,636+15.8%AddedHolders
Q2 2025269,108$71.8M1.1%+34,579+14.7%AddedHolders
Q1 2025234,529$66.4M1.1%+216,928+1,232.5%AddedHolders
Q4 202417,601$4.22M0.1%−227−1.3%ReducedHolders
Q3 202417,828$4.52M0.1%−12−0.1%ReducedHolders
Q2 202417,840$3.71M0.1%−38−0.2%ReducedHolders
Q1 202417,878$3.70M0.1%+67+0.4%AddedHolders
Q4 202317,811$2.84M<0.1%−1,266−6.6%ReducedHolders
Q3 202319,077$2.66M<0.1%−1,225−6.0%ReducedHolders
Q2 202320,302$2.69M<0.1%−637−3.0%ReducedHolders
Q1 202320,939$3.00M0.1%+70.0%AddedHolders
Q4 202220,932$2.72M0.1%−2,280−9.8%ReducedHolders
Q3 202223,212$2.70M0.1%−20−0.1%ReducedHolders
Q2 202223,232$2.70M0.1%00.0%UnchangedHolders
Q1 202223,232$2.65M<0.1%−135−0.6%ReducedHolders
Q4 202123,367$2.40M<0.1%00.0%UnchangedHolders
Q3 202123,367$2.11M<0.1%00.0%UnchangedHolders
Q2 202123,367$2.29M<0.1%−16−0.1%ReducedHolders
Q1 202123,383$2.24M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.