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Alpha Family Trust’s Progressive PGR Stock Holding History

Alpha Family Trust’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 		$234K Hold
1,070
– – 0.09% 178
2026
Q1 		$212K Sell
1,070
-440
-29% -$90.8K 0.1% 193
2025
Q4 		$344K Buy
1,510
+440
+41% +$99.4K 0.16% 114
2025
Q3 		$264K Hold
1,070
– – 0.12% 142
2025
Q2 		$286K Hold
1,070
– – 0.14% 135
2025
Q1 		$303K Hold
1,070
– – 0.18% 119
2024
Q4 		$256K Hold
1,070
– – 0.14% 120
2024
Q3 		$272K Hold
1,070
– – 0.15% 121
2024
Q2 		$222K Hold
1,070
– – 0.13% 135
2024
Q1 		$221K Buy
+1,070
New +$199K 0.13% 134

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 $3.38T AUM 44.17% 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

Alpha Family Trust's PGR Position: Q2 2026 in Review

Alpha Family Trust held its Progressive (PGR) position steady in Q2 2026 at 1,070 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #178.

Alpha Family Trust first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $344K in Q4 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Alpha Family Trust held 1,070 shares of Progressive worth $234K as of Q2 2026.
  • Alpha Family Trust left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.09% of Alpha Family Trust's portfolio in Q2 2026, its #178 holding.
  • Alpha Family Trust first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Alpha Family Trust's Progressive position peaked at $344K in Q4 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.