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Basepoint Wealth’s Progressive PGR Stock Holding History

Basepoint Wealth’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 		$4.04K Buy
19
+12
+171% +$2.42K ﹤0.01% 485
2026
Q1 		$1.29K Sell
7
-43
-86% -$8.88K ﹤0.01% 562
2025
Q4 		$11.4K Buy
+50
New +$11.3K 0.01% 381

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

Basepoint Wealth's PGR Position: Q2 2026 in Review

Basepoint Wealth increased its Progressive (PGR) stake by 171% in Q2 2026, buying an estimated $2.42K and bringing the position to 19 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Basepoint Wealth first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q4 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Basepoint Wealth held 19 shares of Progressive worth $4.04K as of Q2 2026.
  • Basepoint Wealth bought 12 Progressive shares in Q2 2026, an estimated $2.42K.
  • Progressive made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #485 holding.
  • Basepoint Wealth first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Progressive position peaked at $11.4K in Q4 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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