BankPlus Trust Department’s Progressive PGR Stock Holding History

BankPlus Trust Department’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	$5.44M	Buy	24,881 +416	+2%	+$83.8K	1.27%	11
2026 Q1	$4.85M	Sell	24,465 -5,993	-20%	-$1.24M	1.3%	10
2025 Q4	$6.94M	Buy	30,458 +1,495	+5%	+$338K	1.81%	7
2025 Q3	$7.15M	Buy	28,963 +4,113	+17%	+$1.01M	1.91%	6
2025 Q2	$6.63M	Buy	24,850 +1,490	+6%	+$408K	1.96%	6
2025 Q1	$6.61M	Sell	23,360 -993	-4%	-$260K	2.21%	5
2024 Q4	$5.84M	Buy	+24,353	New	+$6.13M	1.91%	7

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

BankPlus Trust Department's PGR Position: Q2 2026 in Review

BankPlus Trust Department increased its Progressive (PGR) stake by 1.7% in Q2 2026, buying an estimated $83.8K and bringing the position to 24,881 shares worth $5.44M. The position accounts for 1.27% of the portfolio, ranked #11.

BankPlus Trust Department first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.15M in Q3 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

BankPlus Trust Department held 24,881 shares of Progressive worth $5.44M as of Q2 2026.
BankPlus Trust Department bought 416 Progressive shares in Q2 2026, an estimated $83.8K.
Progressive made up 1.27% of BankPlus Trust Department's portfolio in Q2 2026, its #11 holding.
BankPlus Trust Department first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Progressive position peaked at $7.15M in Q3 2025.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.