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Buck Wealth Strategies’s Progressive PGR Stock Holding History

Buck Wealth Strategies’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 		$67K Buy
+307
New +$61.9K 0.01% 313
2023
Q4 		– Sell
-830
Closed -$116K – 275
2023
Q3 		$116K Sell
830
-156
-16% -$20.5K 0.05% 70
2023
Q2 		$131K Sell
986
-36,349
-97% -$4.87M 0.06% 43
2023
Q1 		$5.34M Buy
+37,335
New +$5.15M 2.61% 9

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

Buck Wealth Strategies's PGR Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Progressive (PGR) in Q2 2026: 307 shares worth $67K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in PGR as recently as Q3 2023.

Buck Wealth Strategies first reported a position in PGR in Q1 2023 and has held it in 4 quarters since. The position peaked at $5.34M in Q1 2023. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Buck Wealth Strategies held 307 shares of Progressive worth $67K as of Q2 2026.
  • Progressive was a new Buck Wealth Strategies position in Q2 2026.
  • Progressive made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #313 holding.
  • Buck Wealth Strategies first reported a position in Progressive in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's Progressive position peaked at $5.34M in Q1 2023.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.