BHPW
PGR icon

Beverly Hills Private Wealth’s Progressive PGR Stock Holding History

Beverly Hills Private 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 		$815K Sell
3,732
-6,069
-62% -$1.22M 0.16% 118
2026
Q1 		$1.94M Sell
9,801
-126
-1% -$26K 0.32% 86
2025
Q4 		$2.26M Sell
9,927
-176
-2% -$39.7K 0.39% 72
2025
Q3 		$2.49M Sell
10,103
-482
-5% -$119K 0.44% 66
2025
Q2 		$2.82M Sell
10,585
-329
-3% -$90.2K 0.53% 52
2025
Q1 		$3.09M Sell
10,914
-1,157
-10% -$303K 0.61% 44
2024
Q4 		$2.89M Sell
12,071
-420
-3% -$106K 0.58% 44
2024
Q3 		$3.17M Sell
12,491
-2,186
-15% -$508K 0.64% 35
2024
Q2 		$3.05M Buy
14,677
+1
+0% +$209 0.66% 32
2024
Q1 		$3.04M Sell
14,676
-1,140
-7% -$212K 0.7% 33
2023
Q4 		$2.52M Sell
15,816
-678
-4% -$106K 0.66% 37
2023
Q3 		$2.3M Sell
16,494
-17,576
-52% -$2.31M 0.68% 40
2023
Q2 		$4.31M Buy
34,070
+10,105
+42% +$1.35M 0.71% 42
2023
Q1 		$3.43M Buy
23,965
+3,672
+18% +$506K 1.06% 19
2022
Q4 		$2.63M Buy
+20,293
New +$2.57M 1.15% 19

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

Beverly Hills Private Wealth's PGR Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Progressive (PGR) stake by 62% in Q2 2026, selling an estimated $1.22M and leaving 3,732 shares worth $815K. The position accounts for 0.16% of the portfolio, ranked #118.

Beverly Hills Private Wealth first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.31M in Q2 2023. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beverly Hills Private Wealth held 3,732 shares of Progressive worth $815K as of Q2 2026.
  • Beverly Hills Private Wealth sold 6,069 Progressive shares in Q2 2026, an estimated $1.22M.
  • Progressive made up 0.16% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #118 holding.
  • Beverly Hills Private Wealth first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Progressive position peaked at $4.31M in Q2 2023.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.