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Alvarez & Marsal Private Wealth Partners’s Progressive PGR Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
-1,548
Closed -$307K – 168
2026
Q1 		$307K Buy
+1,548
New +$319K 0.04% 117

Other funds holding PGR

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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

Alvarez & Marsal Private Wealth Partners's PGR Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Progressive (PGR) in Q2 2026, closing a stake of 1,548 shares — an estimated $307K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in PGR in Q1 2026 and held it in 1 quarter. The position peaked at $307K in Q1 2026. 1,814 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 1,548 Progressive shares in Q2 2026, an estimated $307K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Progressive in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Progressive position peaked at $307K in Q1 2026.
  • 1,814 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.