Betterment LLC’s Progressive PGR Stock Holding History

Betterment LLC’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	$241K	Buy	+1,105	New	+$223K	﹤0.01%	626
2026 Q1	–	Sell	-1,017	Closed	-$232K	–	628
2025 Q4	$232K	Buy	1,017 +25	+3%	+$5.65K	﹤0.01%	529
2025 Q3	$245K	Sell	992 -5	-0.5%	-$1.23K	﹤0.01%	485
2025 Q2	$266K	Buy	997 +36	+4%	+$9.87K	﹤0.01%	451
2025 Q1	$272K	Sell	961 -2	-0.2%	-$523	﹤0.01%	413
2024 Q4	$231K	Buy	963 +1	+0.1%	+$252	﹤0.01%	418
2024 Q3	$244K	Buy	+962	New	+$224K	﹤0.01%	402

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

Betterment LLC's PGR Position: Q2 2026 in Review

Betterment LLC opened a new position in Progressive (PGR) in Q2 2026: 1,105 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Betterment LLC previously reported a position in PGR as recently as Q4 2025.

Betterment LLC first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $272K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Betterment LLC held 1,105 shares of Progressive worth $241K as of Q2 2026.
Progressive was a new Betterment LLC position in Q2 2026.
Progressive made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #626 holding.
Betterment LLC first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
Betterment LLC's Progressive position peaked at $272K in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.