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PGR icon

CreativeOne Wealth’s Progressive PGR Stock Holding History

CreativeOne 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 		$1.74M Buy
7,968
+6,355
+394% +$1.28M 0.04% 395
2026
Q1 		$320K Sell
1,613
-155
-9% -$32K 0.01% 959
2025
Q4 		$403K Buy
1,768
+129
+8% +$29.1K 0.01% 856
2025
Q3 		$405K Sell
1,639
-47
-3% -$11.6K 0.01% 840
2025
Q2 		$450K Sell
1,686
-956
-36% -$262K 0.01% 779
2025
Q1 		$748K Buy
2,642
+950
+56% +$248K 0.02% 571
2024
Q4 		$405K Buy
1,692
+787
+87% +$198K 0.01% 762
2024
Q3 		$230K Buy
+905
New +$210K 0.01% 862
2024
Q2 		– Sell
-1,063
Closed -$220K – 878
2024
Q1 		$220K Buy
+1,063
New +$197K 0.01% 814

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

CreativeOne Wealth's PGR Position: Q2 2026 in Review

CreativeOne Wealth increased its Progressive (PGR) stake by 394% in Q2 2026, buying an estimated $1.28M and bringing the position to 7,968 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #395.

CreativeOne Wealth first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • CreativeOne Wealth held 7,968 shares of Progressive worth $1.74M as of Q2 2026.
  • CreativeOne Wealth bought 6,355 Progressive shares in Q2 2026, an estimated $1.28M.
  • Progressive made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #395 holding.
  • CreativeOne Wealth first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.