Balanced Wealth Group’s Progressive PGR Stock Holding History

Balanced Wealth Group’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	$510K	Sell	2,335 -3	-0.1%	-$605	0.16%	50
2026 Q1	$464K	Sell	2,338 -391	-14%	-$80.7K	0.17%	46
2025 Q4	$673K	Sell	2,729 -140	-5%	-$31.6K	0.25%	40
2025 Q3	$758K	Hold	2,869	–	–	0.33%	32
2025 Q2	$694K	Sell	2,869 -143	-5%	-$39.2K	0.3%	34
2025 Q1	$852K	Sell	3,012 -72	-2%	-$18.8K	0.41%	27
2024 Q4	$760K	Sell	3,084 -79	-2%	-$19.9K	0.34%	32
2024 Q3	$803K	Buy	3,163 +1	+0%	+$232	0.36%	32
2024 Q2	$662K	Sell	3,162 -54	-2%	-$11.3K	0.3%	34
2024 Q1	$687K	Sell	3,216 -123	-4%	-$22.8K	0.31%	37
2023 Q4	$532K	Buy	+3,339	New	+$523K	0.28%	41

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

Balanced Wealth Group's PGR Position: Q2 2026 in Review

Balanced Wealth Group reduced its Progressive (PGR) stake by 0.13% in Q2 2026, selling an estimated $605 and leaving 2,335 shares worth $510K. The position accounts for 0.16% of the portfolio, ranked #50.

Balanced Wealth Group first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $852K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Balanced Wealth Group held 2,335 shares of Progressive worth $510K as of Q2 2026.
Balanced Wealth Group sold 3 Progressive shares in Q2 2026, an estimated $605.
Progressive made up 0.16% of Balanced Wealth Group's portfolio in Q2 2026, its #50 holding.
Balanced Wealth Group first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's Progressive position peaked at $852K in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.