Corient Private Wealth
PGR icon

Corient Private Wealth’s Progressive PGR Stock Holding History

Corient Private Wealth’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 		$106M Sell
484,554
-275,105
-36% -$55.4M 0.14% 145
2026
Q1 		$151M Sell
759,659
-1,029,182
-58% -$212M 0.22% 94
2025
Q4 		$402M Buy
1,788,841
+929,008
+108% +$210M 0.27% 81
2025
Q3 		$209M Buy
859,833
+27,370
+3% +$6.75M 0.33% 56
2025
Q2 		$222M Buy
832,463
+10,641
+1% +$2.92M 0.3% 58
2025
Q1 		$233M Sell
821,822
-9,782
-1% -$2.56M 0.38% 55
2024
Q4 		$199M Buy
831,604
+98,508
+13% +$24.8M 0.33% 63
2024
Q3 		$186M Sell
733,096
-3,933
-0.5% -$914K 0.29% 73
2024
Q2 		$153M Buy
737,029
+2,487
+0.3% +$521K 0.27% 80
2024
Q1 		$152M Sell
734,542
-21,339
-3% -$3.96M 0.27% 85
2023
Q4 		$120M Buy
755,881
+64,116
+9% +$10M 0.22% 102
2023
Q3 		$96.4M Buy
691,765
+8,969
+1% +$1.18M 0.22% 108
2023
Q2 		$90.4M Buy
682,796
+4,375
+0.6% +$587K 0.21% 114
2023
Q1 		$97.1M Sell
678,421
-31,753
-4% -$4.38M 0.26% 103
2022
Q4 		$92.1M Buy
+710,174
New +$90M 0.33% 78

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

Corient Private Wealth's PGR Position: Q2 2026 in Review

Corient Private Wealth reduced its Progressive (PGR) stake by 36% in Q2 2026, selling an estimated $55.4M and leaving 484,554 shares worth $106M. The position accounts for 0.14% of the portfolio, ranked #145.

Corient Private Wealth first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $402M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Corient Private Wealth held 484,554 shares of Progressive worth $106M as of Q2 2026.
  • Corient Private Wealth sold 275,105 Progressive shares in Q2 2026, an estimated $55.4M.
  • Progressive made up 0.14% of Corient Private Wealth's portfolio in Q2 2026, its #145 holding.
  • Corient Private Wealth first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Progressive position peaked at $402M in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.