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Confluence Wealth Services’s Progressive PGR Stock Holding History

Confluence Wealth Services’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 		$602K Buy
+2,758
New +$556K 0.02% 302
2024
Q4 		– Sell
-914
Closed -$232K – 346
2024
Q3 		$232K Sell
914
-1,641
-64% -$382K 0.02% 316
2024
Q2 		$531K Buy
2,555
+1,251
+96% +$262K 0.04% 219
2024
Q1 		$270K Buy
+1,304
New +$242K 0.02% 286
2022
Q1 		– Sell
-236
Closed -$24K – 897
2021
Q4 		$24K Buy
+236
New +$22.5K 0.01% 683

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

Confluence Wealth Services's PGR Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Progressive (PGR) in Q2 2026: 2,758 shares worth $602K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in PGR as recently as Q3 2024.

Confluence Wealth Services first reported a position in PGR in Q4 2021 and has held it in 5 quarters since. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Confluence Wealth Services held 2,758 shares of Progressive worth $602K as of Q2 2026.
  • Progressive was a new Confluence Wealth Services position in Q2 2026.
  • Progressive made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #302 holding.
  • Confluence Wealth Services first reported a position in Progressive in Q4 2021 and has held it in 5 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.