Accurate Wealth Management’s Progressive PGR Stock Holding History

Accurate 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	$1.5M	Buy	+6,491	New	+$1.31M	0.14%	166
2025 Q3	–	Sell	-829	Closed	-$207K	–	508
2025 Q2	$207K	Sell	829 -9,705	-92%	-$2.66M	0.03%	428
2025 Q1	$2.9M	Sell	10,534 -656	-6%	-$172K	0.55%	44
2024 Q4	$2.64M	Sell	11,190 -320	-3%	-$80.6K	0.51%	53
2024 Q3	$2.9M	Buy	+11,510	New	+$2.68M	0.58%	44
2023 Q1	–	Sell	-526	Closed	-$70K	–	1080
2022 Q4	$70K	Buy	+526	New	+$66.7K	0.03%	381

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 6,491 shares worth $1.5M. The stake represents 0.14% of the portfolio and ranks #166 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in PGR as recently as Q2 2025.

Accurate Wealth Management first reported a position in PGR in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.9M in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Accurate Wealth Management held 6,491 shares of Progressive worth $1.5M as of Q2 2026.
Progressive was a new Accurate Wealth Management position in Q2 2026.
Progressive made up 0.14% of Accurate Wealth Management's portfolio in Q2 2026, its #166 holding.
Accurate Wealth Management first reported a position in Progressive in Q4 2022 and has held it in 6 quarters since.
Accurate Wealth Management's Progressive position peaked at $2.9M in Q1 2025.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.