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Bogart Wealth LLC’s Progressive PGR Stock Holding History

Bogart Wealth 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 		$39.3K Buy
180
+56
+45% +$11.3K ﹤0.01% 601
2026
Q1 		$24.6K Buy
124
+87
+235% +$18K ﹤0.01% 667
2025
Q4 		$8.43K Sell
37
-3
-8% -$677 ﹤0.01% 894
2025
Q3 		$9.88K Buy
40
+17
+74% +$4.19K ﹤0.01% 833
2025
Q2 		$6.14K Sell
23
-15
-39% -$4.11K ﹤0.01% 895
2025
Q1 		$10.8K Buy
38
+32
+533% +$8.37K ﹤0.01% 734
2024
Q4 		$1.44K Buy
+6
New +$1.51K ﹤0.01% 1161

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

Bogart Wealth LLC's PGR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Progressive (PGR) stake by 45% in Q2 2026, buying an estimated $11.3K and bringing the position to 180 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Bogart Wealth LLC first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Bogart Wealth LLC held 180 shares of Progressive worth $39.3K as of Q2 2026.
  • Bogart Wealth LLC bought 56 Progressive shares in Q2 2026, an estimated $11.3K.
  • Progressive made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #601 holding.
  • Bogart Wealth LLC first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.