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Cornerstone Wealth Management’s Progressive PGR Stock Holding History

Cornerstone 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 		$200K Buy
+917
New +$185K 0.01% 721
2026
Q1 		– Sell
-946
Closed -$215K – 731
2025
Q4 		$215K Buy
946
+124
+15% +$28K 0.01% 641
2025
Q3 		$203K Sell
822
-8
-1% -$1.97K 0.01% 649
2025
Q2 		$222K Hold
830
– – 0.01% 590
2025
Q1 		$235K Sell
830
-21
-2% -$5.49K 0.02% 534
2024
Q4 		$204K Sell
851
-27
-3% -$6.8K 0.01% 559
2024
Q3 		$223K Buy
+878
New +$204K 0.02% 525

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

Cornerstone Wealth Management's PGR Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 917 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in PGR as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $235K in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Cornerstone Wealth Management held 917 shares of Progressive worth $200K as of Q2 2026.
  • Progressive was a new Cornerstone Wealth Management position in Q2 2026.
  • Progressive made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Cornerstone Wealth Management first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Cornerstone Wealth Management's Progressive position peaked at $235K in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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