Bernardo Wealth Planning’s Progressive PGR Stock Holding History

Bernardo Wealth Planning’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	$460K	Buy	2,105 +160	+8%	+$32.2K	0.08%	84
2026 Q1	$386K	Buy	1,945 +41	+2%	+$8.46K	0.08%	84
2025 Q4	$434K	Sell	1,904 -23	-1%	-$5.19K	0.08%	80
2025 Q3	$476K	Buy	1,927 +13	+0.7%	+$3.21K	0.09%	75
2025 Q2	$511K	Buy	1,914 +17	+0.9%	+$4.66K	0.11%	72
2025 Q1	$537K	Buy	1,897 +25	+1%	+$6.54K	0.13%	64
2024 Q4	$441K	Buy	1,872 +7	+0.4%	+$1.76K	0.11%	67
2024 Q3	$469K	Buy	1,865 +1	+0.1%	+$232	0.11%	66
2024 Q2	$387K	Buy	1,864 +1	+0.1%	+$209	0.1%	68
2024 Q1	$385K	Buy	1,863 +1	+0.1%	+$186	0.11%	70
2023 Q4	$297K	Buy	1,862 +26	+1%	+$4.07K	0.09%	74
2023 Q3	$256K	Buy	1,836 +2	+0.1%	+$263	0.1%	70
2023 Q2	$243K	Buy	1,834 +2	+0.1%	+$268	0.1%	72
2023 Q1	$262K	Buy	1,832 +1	+0.1%	+$138	0.11%	72
2022 Q4	$238K	Hold	1,831	–	–	0.11%	76
2022 Q3	$224K	Buy	1,831 +3	+0.2%	+$361	0.13%	77
2022 Q2	$212K	Buy	1,828 +2	+0.1%	+$227	0.12%	78
2022 Q1	$208K	Buy	+1,826	New	+$197K	0.1%	81

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

Bernardo Wealth Planning's PGR Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Progressive (PGR) stake by 8.2% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,105 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #84.

Bernardo Wealth Planning first reported a position in PGR in Q1 2022 and has held it in 18 quarters since. The position peaked at $537K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Bernardo Wealth Planning held 2,105 shares of Progressive worth $460K as of Q2 2026.
Bernardo Wealth Planning bought 160 Progressive shares in Q2 2026, an estimated $32.2K.
Progressive made up 0.08% of Bernardo Wealth Planning's portfolio in Q2 2026, its #84 holding.
Bernardo Wealth Planning first reported a position in Progressive in Q1 2022 and has held it in 18 quarters since.
Bernardo Wealth Planning's Progressive position peaked at $537K in Q1 2025.
1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.