BFG
PGR icon

Birch Financial Group’s Progressive PGR Stock Holding History

Birch Financial Group’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 		$916K Buy
4,194
+71
+2% +$14.3K 0.47% 47
2026
Q1 		$817K Buy
4,123
+897
+28% +$185K 0.48% 47
2025
Q4 		$735K Buy
3,226
+1,236
+62% +$279K 0.42% 49
2025
Q3 		$491K Buy
1,990
+338
+20% +$83.3K 0.29% 68
2025
Q2 		$441K Buy
+1,652
New +$453K 0.35% 65

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Birch Financial Group's PGR Position: Q2 2026 in Review

Birch Financial Group increased its Progressive (PGR) stake by 1.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 4,194 shares worth $916K. The position accounts for 0.47% of the portfolio, ranked #47.

Birch Financial Group first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Birch Financial Group held 4,194 shares of Progressive worth $916K as of Q2 2026.
  • Birch Financial Group bought 71 Progressive shares in Q2 2026, an estimated $14.3K.
  • Progressive made up 0.47% of Birch Financial Group's portfolio in Q2 2026, its #47 holding.
  • Birch Financial Group first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.