AWM
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Abound Wealth Management’s Progressive PGR Stock Holding History

Abound 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 		$8.38K Sell
38
-68
-64% -$13.7K ﹤0.01% 505
2026
Q1 		$21.1K Buy
106
+3
+3% +$619 ﹤0.01% 390
2025
Q4 		$23.4K Hold
103
– – 0.01% 330
2025
Q3 		$25.4K Hold
103
– – 0.01% 311
2025
Q2 		$27.5K Hold
103
– – 0.01% 281
2025
Q1 		$29.1K Sell
103
-14
-12% -$3.66K 0.01% 251
2024
Q4 		$27.9K Buy
117
+2
+2% +$503 0.01% 235
2024
Q3 		$29.1K Sell
115
-1
-0.9% -$232 0.01% 236
2024
Q2 		$24K Sell
116
-7
-6% -$1.47K 0.01% 231
2024
Q1 		$25.4K Buy
123
+4
+3% +$742 0.01% 207
2023
Q4 		$19K Hold
119
– – 0.01% 272
2023
Q3 		$16.6K Sell
119
-3
-2% -$395 0.01% 240
2023
Q2 		$16.2K Buy
122
+38
+45% +$5.09K 0.01% 252
2023
Q1 		$12K Buy
84
+8
+11% +$1.1K 0.01% 266
2022
Q4 		$9.86K Buy
76
+46
+153% +$5.83K ﹤0.01% 261
2022
Q3 		$3.49K Buy
+30
New +$3.61K ﹤0.01% 410

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

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

Abound Wealth Management reduced its Progressive (PGR) stake by 64% in Q2 2026, selling an estimated $13.7K and leaving 38 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Abound Wealth Management first reported a position in PGR in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.1K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Abound Wealth Management held 38 shares of Progressive worth $8.38K as of Q2 2026.
  • Abound Wealth Management sold 68 Progressive shares in Q2 2026, an estimated $13.7K.
  • Progressive made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Abound Wealth Management first reported a position in Progressive in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Progressive position peaked at $29.1K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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