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Alaethes Wealth’s Progressive PGR Stock Holding History

Alaethes Wealth’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 		$1.97M Sell
9,001
-81
-0.9% -$16.3K 0.57% 55
2026
Q1 		$1.8M Buy
9,082
+601
+7% +$124K 0.51% 64
2025
Q4 		$1.93M Sell
8,481
-579
-6% -$131K 0.54% 62
2025
Q3 		$2.24M Buy
9,060
+926
+11% +$228K 0.63% 49
2025
Q2 		$2.17M Buy
8,134
+306
+4% +$83.9K 0.65% 51
2025
Q1 		$2.22M Buy
+7,828
New +$2.05M 0.81% 41

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

Alaethes Wealth's PGR Position: Q2 2026 in Review

Alaethes Wealth reduced its Progressive (PGR) stake by 0.89% in Q2 2026, selling an estimated $16.3K and leaving 9,001 shares worth $1.97M. The position accounts for 0.57% of the portfolio, ranked #55.

Alaethes Wealth first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Alaethes Wealth held 9,001 shares of Progressive worth $1.97M as of Q2 2026.
  • Alaethes Wealth sold 81 Progressive shares in Q2 2026, an estimated $16.3K.
  • Progressive made up 0.57% of Alaethes Wealth's portfolio in Q2 2026, its #55 holding.
  • Alaethes Wealth first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • Alaethes Wealth's Progressive position peaked at $2.24M in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.