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BSW Wealth Partners’s Progressive PGR Stock Holding History

BSW Wealth Partners’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 		$671K Buy
3,070
+629
+26% +$127K 0.07% 147
2026
Q1 		$484K Buy
2,441
+361
+17% +$74.5K 0.06% 179
2025
Q4 		$474K Buy
2,080
+34
+2% +$7.68K 0.06% 185
2025
Q3 		$505K Sell
2,046
-32
-2% -$7.89K 0.06% 173
2025
Q2 		$555K Buy
2,078
+26
+1% +$7.13K 0.08% 147
2025
Q1 		$581K Sell
2,052
-67
-3% -$17.5K 0.09% 136
2024
Q4 		$508K Buy
2,119
+52
+3% +$13.1K 0.07% 160
2024
Q3 		$524K Buy
2,067
+888
+75% +$206K 0.08% 144
2024
Q2 		$245K Buy
1,179
+21
+2% +$4.4K 0.04% 247
2024
Q1 		$239K Sell
1,158
-569
-33% -$106K 0.04% 250
2023
Q4 		$275K Buy
1,727
+69
+4% +$10.8K 0.05% 216
2023
Q3 		$231K Buy
+1,658
New +$218K 0.05% 214
2023
Q2 		– Sell
-1,441
Closed -$206K – 310
2023
Q1 		$206K Buy
+1,441
New +$199K 0.04% 290

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

BSW Wealth Partners's PGR Position: Q2 2026 in Review

BSW Wealth Partners increased its Progressive (PGR) stake by 26% in Q2 2026, buying an estimated $127K and bringing the position to 3,070 shares worth $671K. The position accounts for 0.07% of the portfolio, ranked #147.

BSW Wealth Partners first reported a position in PGR in Q1 2023 and has held it in 13 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • BSW Wealth Partners held 3,070 shares of Progressive worth $671K as of Q2 2026.
  • BSW Wealth Partners bought 629 Progressive shares in Q2 2026, an estimated $127K.
  • Progressive made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • BSW Wealth Partners first reported a position in Progressive in Q1 2023 and has held it in 13 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.