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Cassaday & Co Wealth Management’s Progressive PGR Stock Holding History

Cassaday & Co 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 		$98.5K Sell
451
-1
-0.2% -$202 ﹤0.01% 488
2026
Q1 		$89.6K Buy
+452
New +$93.3K ﹤0.01% 482

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

Cassaday & Co Wealth Management's PGR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Progressive (PGR) stake by 0.22% in Q2 2026, selling an estimated $202 and leaving 451 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Cassaday & Co Wealth Management first reported a position in PGR in Q1 2026 and has held it in 2 quarters since. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Cassaday & Co Wealth Management held 451 shares of Progressive worth $98.5K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 1 Progressive share in Q2 2026, an estimated $202.
  • Progressive made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Cassaday & Co Wealth Management first reported a position in Progressive in Q1 2026 and has held it in 2 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.