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Congress Wealth Management’s Progressive PGR Stock Holding History

Congress 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
2025
Q2 		$4.78M Buy
17,944
+6,983
+64% +$1.91M 0.05% 393
2025
Q1 		$3.09M Buy
10,961
+194
+2% +$50.7K 0.04% 406
2024
Q4 		$2.58M Sell
10,767
-6,059
-36% -$1.53M 0.04% 375
2024
Q3 		$4.27M Buy
16,826
+7,652
+83% +$1.78M 0.06% 317
2024
Q2 		$1.91M Buy
9,174
+8,121
+771% +$1.7M 0.03% 368
2024
Q1 		$218K Sell
1,053
-1,328
-56% -$246K ﹤0.01% 562
2023
Q4 		$379K Buy
+2,381
New +$373K 0.01% 499
2022
Q4 		– Sell
-1,985
Closed -$231K – 576
2022
Q3 		$231K Buy
1,985
+17
+0.9% +$2.05K 0.01% 506
2022
Q2 		$229K Sell
1,968
-252
-11% -$28.6K 0.01% 515
2022
Q1 		$253K Sell
2,220
-491
-18% -$53.1K 0.01% 540
2021
Q4 		$278K Buy
+2,711
New +$259K 0.01% 551

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Congress Wealth Management's PGR Position: Q2 2025 in Review

Congress Wealth Management increased its Progressive (PGR) stake by 64% in Q2 2025, buying an estimated $1.91M and bringing the position to 17,944 shares worth $4.78M. The position accounts for 0.05% of the portfolio, ranked #393.

Congress Wealth Management first reported a position in PGR in Q4 2021 and has held it in 11 quarters since. 1,908 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Congress Wealth Management held 17,944 shares of Progressive worth $4.78M as of Q2 2025.
  • Congress Wealth Management bought 6,983 Progressive shares in Q2 2025, an estimated $1.91M.
  • Progressive made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #393 holding.
  • Congress Wealth Management first reported a position in Progressive in Q4 2021 and has held it in 11 quarters since.
  • 1,908 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.