COMPASS FINANCIAL MANAGEMENT LLC’s Progressive PGR Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$128K	Buy	+593	New	+$120K	0.02%	510

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PGR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Progressive (PGR) in Q2 2026: 593 shares worth $128K. The stake represents 0.02% of the portfolio and ranks #510 among its holdings.

1,403 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 593 shares of Progressive worth $128K as of Q2 2026.
Progressive was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Progressive made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #510 holding.
1,403 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.