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Bullock Wealth Management’s Progressive PGR Stock Holding History

Bullock 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 		$19.2K Hold
85
– – 0.01% 361
2026
Q1 		$16.4K Sell
85
-6
-7% -$1.24K 0.01% 373
2025
Q4 		$20.7K Sell
91
-4
-4% -$903 0.01% 334
2025
Q3 		$23.4K Buy
95
+6
+7% +$1.48K 0.01% 328
2025
Q2 		$23.5K Buy
89
+60
+207% +$16.4K 0.01% 304
2025
Q1 		$8.24K Sell
29
-798
-96% -$209K ﹤0.01% 404
2024
Q4 		$198K Buy
827
+133
+19% +$33.5K 0.12% 153
2024
Q3 		$176K Buy
694
+240
+53% +$55.8K 0.11% 154
2024
Q2 		$95.1K Buy
454
+264
+139% +$55.3K 0.06% 188
2024
Q1 		$39.9K Buy
+190
New +$35.3K 0.03% 260

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's PGR Position: Q2 2026 in Review

Bullock Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 85 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #361.

Bullock Wealth Management first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $198K in Q4 2024. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Bullock Wealth Management held 85 shares of Progressive worth $19.2K as of Q2 2026.
  • Bullock Wealth Management left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Bullock Wealth Management first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Progressive position peaked at $198K in Q4 2024.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.