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Dakota Wealth Management’s Progressive PGR Stock Holding History

Dakota 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 		$9.57M Sell
43,830
-14,221
-24% -$2.87M 0.18% 114
2026
Q1 		$11.5M Sell
58,051
-5,531
-9% -$1.14M 0.25% 91
2025
Q4 		$14.5M Buy
63,582
+10,641
+20% +$2.4M 0.26% 76
2025
Q3 		$13.1M Sell
52,941
-34,564
-39% -$8.52M 0.26% 72
2025
Q2 		$23.4M Sell
87,505
-40,153
-31% -$11M 0.49% 47
2025
Q1 		$36.1M Buy
127,658
+1,388
+1% +$363K 0.85% 21
2024
Q4 		$30.3M Buy
126,270
+3,774
+3% +$950K 0.7% 30
2024
Q3 		$31.1M Buy
122,496
+11,321
+10% +$2.63M 0.7% 26
2024
Q2 		$23.1M Buy
111,175
+30,761
+38% +$6.44M 0.54% 33
2024
Q1 		$16.6M Buy
80,414
+3,602
+5% +$668K 0.41% 48
2023
Q4 		$12.2M Sell
76,812
-455
-0.6% -$71.2K 0.48% 52
2023
Q3 		$10.8M Sell
77,267
-554
-0.7% -$72.9K 0.48% 56
2023
Q2 		$10.3M Sell
77,821
-361
-0.5% -$48.4K 0.48% 54
2023
Q1 		$11.2M Sell
78,182
-253
-0.3% -$34.9K 0.75% 32
2022
Q4 		$10.2M Sell
78,435
-2,220
-3% -$281K 0.72% 35
2022
Q3 		$9.37M Sell
80,655
-5,416
-6% -$652K 0.76% 29
2022
Q2 		$10M Sell
86,071
-842
-1% -$95.5K 0.92% 26
2022
Q1 		$9.91M Buy
86,913
+51,199
+143% +$5.54M 0.8% 27
2021
Q4 		$3.67M Sell
35,714
-201
-0.6% -$19.2K 0.39% 70
2021
Q3 		$3.25M Sell
35,915
-1,955
-5% -$186K 0.37% 73
2021
Q2 		$3.72M Hold
37,870
– – 0.44% 65
2021
Q1 		$3.62M Buy
37,870
+20
+0.1% +$1.82K 0.48% 59
2020
Q4 		$3.74M Sell
37,850
-535
-1% -$50.6K 0.49% 57
2020
Q3 		$3.63M Hold
38,385
– – 0.57% 59
2020
Q2 		$3.08M Sell
38,385
-1,363
-3% -$106K 0.53% 55
2020
Q1 		$2.94M Buy
39,748
+535
+1% +$41.2K 0.64% 48
2019
Q4 		$2.84M Sell
39,213
-63
-0.2% -$4.54K 0.46% 66
2019
Q3 		$3.03M Buy
39,276
+4,737
+14% +$373K 0.52% 50
2019
Q2 		$2.76M Buy
34,539
+7,829
+29% +$606K 0.53% 52
2019
Q1 		$1.93M Buy
+26,710
New +$1.83M 0.38% 70

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

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

Dakota Wealth Management reduced its Progressive (PGR) stake by 24% in Q2 2026, selling an estimated $2.87M and leaving 43,830 shares worth $9.57M. The position accounts for 0.18% of the portfolio, ranked #114.

Dakota Wealth Management first reported a position in PGR in Q1 2019 and has held it in 30 quarters since. The position peaked at $36.1M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Dakota Wealth Management held 43,830 shares of Progressive worth $9.57M as of Q2 2026.
  • Dakota Wealth Management sold 14,221 Progressive shares in Q2 2026, an estimated $2.87M.
  • Progressive made up 0.18% of Dakota Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Dakota Wealth Management first reported a position in Progressive in Q1 2019 and has held it in 30 quarters since.
  • Dakota Wealth Management's Progressive position peaked at $36.1M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.