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Crestwood Advisors Group’s Progressive PGR Stock Holding History

Crestwood Advisors Group’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 		$1.59M Buy
7,283
+49
+0.7% +$9.88K 0.02% 263
2026
Q1 		$1.43M Buy
7,234
+2,409
+50% +$497K 0.02% 263
2025
Q4 		$1.1M Buy
4,825
+983
+26% +$222K 0.02% 271
2025
Q3 		$949K Buy
3,842
+409
+12% +$101K 0.02% 296
2025
Q2 		$916K Buy
3,433
+95
+3% +$26K 0.02% 291
2025
Q1 		$945K Buy
3,338
+176
+6% +$46K 0.02% 282
2024
Q4 		$758K Buy
3,162
+540
+21% +$136K 0.01% 263
2024
Q3 		$665K Buy
2,622
+348
+15% +$80.9K 0.01% 261
2024
Q2 		$472K Buy
2,274
+94
+4% +$19.7K 0.01% 285
2024
Q1 		$451K Buy
2,180
+202
+10% +$37.5K 0.01% 293
2023
Q4 		$315K Buy
1,978
+306
+18% +$47.9K 0.01% 322
2023
Q3 		$233K Buy
+1,672
New +$220K 0.01% 324

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

Crestwood Advisors Group's PGR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Progressive (PGR) stake by 0.68% in Q2 2026, buying an estimated $9.88K and bringing the position to 7,283 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #263.

Crestwood Advisors Group first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Crestwood Advisors Group held 7,283 shares of Progressive worth $1.59M as of Q2 2026.
  • Crestwood Advisors Group bought 49 Progressive shares in Q2 2026, an estimated $9.88K.
  • Progressive made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #263 holding.
  • Crestwood Advisors Group first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.