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David Rolfe’s Progressive PGR Stock Holding History

David Rolfe’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 		$23.2M Buy
106,261
+22,909
+27% +$4.62M 4.79% 11
2026
Q1 		$16.5M Buy
+83,352
New +$17.2M 3.41% 15
2023
Q2 		– Sell
-3,500
Closed -$500K – 39
2023
Q1 		$500K Sell
3,500
-137,710
-98% -$19M 0.08% 29
2022
Q4 		$18.3M Sell
141,210
-37,320
-21% -$4.73M 3.36% 16
2022
Q3 		$20.7M Sell
178,530
-5,311
-3% -$640K 3.9% 12
2022
Q2 		$21.4M Sell
183,841
-51,724
-22% -$5.86M 3.69% 15
2022
Q1 		$26.9M Sell
235,565
-17,229
-7% -$1.86M 3.79% 13
2021
Q4 		$25.9M Sell
252,794
-3,203
-1% -$306K 3.44% 15
2021
Q3 		$23.1M Buy
255,997
+1,426
+0.6% +$136K 3.26% 15
2021
Q2 		$25M Buy
254,571
+10,504
+4% +$1.04M 3.62% 15
2021
Q1 		$23.3M Buy
244,067
+109,963
+82% +$9.99M 3.59% 14
2020
Q4 		$13.3M Buy
+134,104
New +$12.7M 1.97% 19

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

David Rolfe's PGR Position: Q2 2026 in Review

David Rolfe increased its Progressive (PGR) stake by 27% in Q2 2026, buying an estimated $4.62M and bringing the position to 106,261 shares worth $23.2M. The position accounts for 4.79% of the portfolio, ranked #11.

David Rolfe first reported a position in PGR in Q4 2020 and has held it in 12 quarters since. The position peaked at $26.9M in Q1 2022. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • David Rolfe held 106,261 shares of Progressive worth $23.2M as of Q2 2026.
  • David Rolfe bought 22,909 Progressive shares in Q2 2026, an estimated $4.62M.
  • Progressive made up 4.79% of David Rolfe's portfolio in Q2 2026, its #11 holding.
  • David Rolfe first reported a position in Progressive in Q4 2020 and has held it in 12 quarters since.
  • David Rolfe's Progressive position peaked at $26.9M in Q1 2022.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wedgewood Partners's 13F filing for Q2 2026, filed 14 Aug 2026.