4WM
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49 Wealth Management’s Progressive PGR Stock Holding History

49 Wealth Management’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 		– Sell
-1,412
Closed -$280K – 264
2026
Q1 		$280K Buy
1,412
+95
+7% +$19.6K 0.02% 155
2025
Q4 		$300K Buy
1,317
+8
+0.6% +$1.81K 0.02% 153
2025
Q3 		$323K Sell
1,309
-23
-2% -$5.67K 0.03% 141
2025
Q2 		$356K Sell
1,332
-62
-4% -$17K 0.04% 116
2025
Q1 		$395K Sell
1,394
-11
-0.8% -$2.88K 0.05% 112
2024
Q4 		$337K Sell
1,405
-20
-1% -$5.04K 0.05% 112
2024
Q3 		$362K Buy
1,425
+116
+9% +$27K 0.06% 104
2024
Q2 		$274K Buy
1,309
+12
+0.9% +$2.51K 0.05% 118
2024
Q1 		$272K Buy
+1,297
New +$241K 0.06% 90

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

49 Wealth Management's PGR Position: Q2 2026 in Review

49 Wealth Management sold out of Progressive (PGR) in Q2 2026, closing a stake of 1,412 shares — an estimated $280K sold.

49 Wealth Management first reported a position in PGR in Q1 2024 and held it in 9 quarters. The position peaked at $395K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • 49 Wealth Management reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 1,412 Progressive shares in Q2 2026, an estimated $280K.
  • 49 Wealth Management first reported a position in Progressive in Q1 2024 and held it in 9 quarters.
  • 49 Wealth Management's Progressive position peaked at $395K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.