Bank Julius Baer & Co
PGR icon

Bank Julius Baer & Co’s Progressive PGR Stock Holding History

Bank Julius Baer & Co’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 		$292M Sell
1,333,623
-49,553
-4% -$9.99M 0.76% 31
2026
Q1 		$275M Sell
1,383,176
-491,898
-26% -$102M 0.83% 36
2025
Q4 		$427M Sell
1,875,074
-37,795
-2% -$8.54M 1.18% 17
2025
Q3 		$472M Buy
1,912,869
+47,531
+3% +$11.7M 1.33% 16
2025
Q2 		$498M Buy
1,865,338
+30,607
+2% +$8.39M 1.48% 15
2025
Q1 		$518M Buy
1,834,731
+185,318
+11% +$48.5M 1.68% 13
2024
Q4 		$425M Buy
1,649,413
+225,837
+16% +$56.9M 1.31% 17
2024
Q3 		$416M Buy
1,423,576
+52,292
+4% +$12.2M 1.4% 17
2024
Q2 		$310M Buy
1,371,284
+471,044
+52% +$98.6M 1.18% 21
2024
Q1 		$186M Buy
900,240
+12,296
+1% +$2.28M 0.71% 37
2023
Q4 		$141M Buy
887,944
+194,328
+28% +$30.4M 0.6% 43
2023
Q3 		$96.6M Buy
693,616
+321,511
+86% +$42.3M 0.56% 46
2023
Q2 		$49.3M Sell
372,105
-7,567
-2% -$1.01M 0.29% 78
2023
Q1 		$54.3M Buy
379,672
+5,979
+2% +$824K 0.35% 70
2022
Q4 		$48.5M Sell
373,693
-887
-0.2% -$112K 0.33% 72
2022
Q3 		$43.5M Buy
374,580
+345,772
+1,200% +$41.6M 0.33% 72
2022
Q2 		$3.35M Sell
28,808
-17
-0.1% -$1.93K 0.02% 186
2022
Q1 		$3.29M Buy
28,825
+2,198
+8% +$238K 0.02% 191
2021
Q4 		$2.73M Buy
26,627
+18,267
+219% +$1.74M 0.01% 243
2021
Q3 		$756K Sell
8,360
-334,467
-98% -$31.9M ﹤0.01% 365
2021
Q2 		$33.7M Buy
342,827
+9,169
+3% +$907K 0.21% 90
2021
Q1 		$31.9M Buy
333,658
+9,568
+3% +$869K 0.24% 87
2020
Q4 		$32M Buy
324,090
+21,537
+7% +$2.04M 0.26% 72
2020
Q3 		$28.6M Buy
302,553
+15,542
+5% +$1.4M 0.28% 71
2020
Q2 		$23M Buy
287,011
+23,429
+9% +$1.83M 0.26% 84
2020
Q1 		$19.5M Buy
+263,582
New +$20.3M 0.45% 62

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

Bank Julius Baer & Co's PGR Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Progressive (PGR) stake by 3.6% in Q2 2026, selling an estimated $9.99M and leaving 1,333,623 shares worth $292M. The position accounts for 0.76% of the portfolio, ranked #31.

Bank Julius Baer & Co first reported a position in PGR in Q1 2020 and has held it in 26 quarters since. The position peaked at $518M in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Bank Julius Baer & Co held 1,333,623 shares of Progressive worth $292M as of Q2 2026.
  • Bank Julius Baer & Co sold 49,553 Progressive shares in Q2 2026, an estimated $9.99M.
  • Progressive made up 0.76% of Bank Julius Baer & Co's portfolio in Q2 2026, its #31 holding.
  • Bank Julius Baer & Co first reported a position in Progressive in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Progressive position peaked at $518M in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.