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Blue Rock Wealth Management’s Progressive PGR Stock Holding History

Blue Rock Wealth Management’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 		$206K Buy
+945
New +$190K 0.12% 107
2026
Q1 		– Sell
-945
Closed -$215K – 111
2025
Q4 		$215K Sell
945
-400
-30% -$90.3K 0.13% 93
2025
Q3 		$332K Sell
1,345
-150
-10% -$37K 0.21% 76
2025
Q2 		$399K Hold
1,495
– – 0.28% 56
2025
Q1 		$423K Hold
1,495
– – 0.36% 52
2024
Q4 		$358K Buy
+1,495
New +$376K 0.38% 44

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

Blue Rock Wealth Management's PGR Position: Q2 2026 in Review

Blue Rock Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 945 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #107 among its holdings. This is a return to the name: Blue Rock Wealth Management previously reported a position in PGR as recently as Q4 2025.

Blue Rock Wealth Management first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $423K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Blue Rock Wealth Management held 945 shares of Progressive worth $206K as of Q2 2026.
  • Progressive was a new Blue Rock Wealth Management position in Q2 2026.
  • Progressive made up 0.12% of Blue Rock Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Blue Rock Wealth Management first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Progressive position peaked at $423K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.