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Bar Harbor Wealth Management’s Progressive PGR Stock Holding History

Bar Harbor 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 		$583K Hold
2,668
– – 0.03% 176
2026
Q1 		$529K Hold
2,668
– – 0.03% 179
2025
Q4 		$608K Buy
+2,668
New +$603K 0.04% 174

Other funds holding PGR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

Bar Harbor Wealth Management's PGR Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 2,668 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #176.

Bar Harbor Wealth Management first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $608K in Q4 2025. 841 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Bar Harbor Wealth Management held 2,668 shares of Progressive worth $583K as of Q2 2026.
  • Bar Harbor Wealth Management left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Bar Harbor Wealth Management first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Bar Harbor Wealth Management's Progressive position peaked at $608K in Q4 2025.
  • 841 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.