Defined Wealth Management’s Progressive PGR Stock Holding History

Defined 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	$555K	Buy	2,542 +50	+2%	+$10.1K	0.29%	78
2026 Q1	$494K	Buy	2,492 +8	+0.3%	+$1.65K	0.29%	76
2025 Q4	$566K	Sell	2,484 -995	-29%	-$225K	0.33%	70
2025 Q3	$859K	Sell	3,479 -76	-2%	-$18.7K	0.5%	51
2025 Q2	$949K	Buy	3,555 +23	+0.7%	+$6.3K	0.59%	46
2025 Q1	$1,000K	Buy	3,532 +3	+0.1%	+$785	0.67%	41
2024 Q4	$846K	Buy	3,529 +11	+0.3%	+$2.77K	0.56%	44
2024 Q3	$893K	Buy	3,518 +13	+0.4%	+$3.02K	0.58%	45
2024 Q2	$728K	Buy	3,505 +15	+0.4%	+$3.14K	0.51%	48
2024 Q1	$722K	Buy	3,490 +2	+0.1%	+$371	0.52%	51
2023 Q4	$556K	Sell	3,488 -203	-5%	-$31.8K	0.43%	60
2023 Q3	$514K	Buy	3,691 +79	+2%	+$10.4K	0.44%	60
2023 Q2	$478K	Buy	3,612 +2	+0.1%	+$268	0.4%	63
2023 Q1	$516K	Hold	3,610	–	–	0.48%	54
2022 Q4	$468K	Hold	3,610	–	–	0.44%	62
2022 Q3	$420K	Hold	3,610	–	–	0.46%	56
2022 Q2	$420K	Hold	3,610	–	–	0.43%	58
2022 Q1	$412K	Hold	3,610	–	–	0.36%	65
2021 Q4	$371K	Hold	3,610	–	–	0.3%	69
2021 Q3	$326K	Hold	3,610	–	–	0.29%	71
2021 Q2	$355K	Hold	3,610	–	–	0.32%	69
2021 Q1	$345K	Hold	3,610	–	–	0.33%	67
2020 Q4	$357K	Buy	+3,610	New	+$342K	0.35%	61

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Defined Wealth Management increased its Progressive (PGR) stake by 2% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,542 shares worth $555K. The position accounts for 0.29% of the portfolio, ranked #78.

Defined Wealth Management first reported a position in PGR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1,000K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Defined Wealth Management held 2,542 shares of Progressive worth $555K as of Q2 2026.
Defined Wealth Management bought 50 Progressive shares in Q2 2026, an estimated $10.1K.
Progressive made up 0.29% of Defined Wealth Management's portfolio in Q2 2026, its #78 holding.
Defined Wealth Management first reported a position in Progressive in Q4 2020 and has held it in 23 quarters since.
Defined Wealth Management's Progressive position peaked at $1,000K in Q1 2025.
1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.