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Barnes Dennig Private Wealth Management’s Progressive PGR Stock Holding History

Barnes Dennig Private 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 		$41.5K Buy
190
+10
+6% +$2.02K 0.03% 165
2026
Q1 		$35.7K Buy
180
+44
+32% +$9.08K 0.04% 167
2025
Q4 		$31K Buy
136
+40
+42% +$9.03K 0.03% 174
2025
Q3 		$23.7K Buy
96
+12
+14% +$2.96K 0.03% 183
2025
Q2 		$22.4K Buy
84
+61
+265% +$16.7K 0.03% 159
2025
Q1 		$6.51K Buy
+23
New +$6.02K 0.01% 153

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 $3.38T AUM 44.17% 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

Barnes Dennig Private Wealth Management's PGR Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Progressive (PGR) stake by 5.6% in Q2 2026, buying an estimated $2.02K and bringing the position to 190 shares worth $41.5K. The position accounts for 0.03% of the portfolio, ranked #165.

Barnes Dennig Private Wealth Management first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 190 shares of Progressive worth $41.5K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 10 Progressive shares in Q2 2026, an estimated $2.02K.
  • Progressive made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.