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Diversify Wealth Management’s Progressive PGR Stock Holding History

Diversify 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 		$2.2M Buy
10,192
+1,174
+13% +$237K 0.04% 377
2026
Q1 		$1.81M Buy
9,018
+7,315
+430% +$1.51M 0.03% 407
2025
Q4 		$349K Sell
1,703
-14,639
-90% -$3.31M 0.02% 508
2025
Q3 		$3.33M Buy
16,342
+1,196
+8% +$295K 0.19% 142
2025
Q2 		$3.68M Buy
15,146
+1,622
+12% +$445K 0.23% 128
2025
Q1 		$3.74M Buy
13,524
+12
+0.1% +$3.14K 0.28% 108
2024
Q4 		$3.18M Buy
13,512
+364
+3% +$91.6K 0.25% 114
2024
Q3 		$3.25M Buy
+13,148
New +$3.06M 0.31% 81

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its Progressive (PGR) stake by 13% in Q2 2026, buying an estimated $237K and bringing the position to 10,192 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #377.

Diversify Wealth Management first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.74M in Q1 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Diversify Wealth Management held 10,192 shares of Progressive worth $2.2M as of Q2 2026.
  • Diversify Wealth Management bought 1,174 Progressive shares in Q2 2026, an estimated $237K.
  • Progressive made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Diversify Wealth Management first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Progressive position peaked at $3.74M in Q1 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.