Axxcess Wealth Management’s Progressive PGR Stock Holding History

Axxcess 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	$503K	Buy	+2,300	New	+$464K	0.01%	721
2026 Q1	–	Sell	-1,859	Closed	-$423K	–	812
2025 Q4	$423K	Buy	1,859 +30	+2%	+$6.78K	0.01%	746
2025 Q3	$452K	Sell	1,829 -762	-29%	-$188K	0.01%	647
2025 Q2	$691K	Buy	2,591 +1,180	+84%	+$323K	0.02%	513
2025 Q1	$399K	Buy	1,411 +75	+6%	+$19.6K	0.01%	601
2024 Q4	$320K	Sell	1,336 -1,144	-46%	-$288K	0.01%	656
2024 Q3	$629K	Sell	2,480 -3,580	-59%	-$832K	0.02%	498
2024 Q2	$1.26M	Buy	6,060 +4,787	+376%	+$1M	0.03%	333
2024 Q1	$263K	Sell	1,273 -3,838	-75%	-$712K	0.01%	708
2023 Q4	$814K	Buy	5,111 +1,659	+48%	+$260K	0.02%	400
2023 Q3	$481K	Buy	3,452 +21	+0.6%	+$2.76K	0.02%	484
2023 Q2	$454K	Buy	+3,431	New	+$460K	0.03%	373

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

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

Axxcess Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 2,300 shares worth $503K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PGR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Axxcess Wealth Management held 2,300 shares of Progressive worth $503K as of Q2 2026.
Progressive was a new Axxcess Wealth Management position in Q2 2026.
Progressive made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #721 holding.
Axxcess Wealth Management first reported a position in Progressive in Q2 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's Progressive position peaked at $1.26M in Q2 2024.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.