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Dogwood Wealth Management’s Progressive PGR Stock Holding History

Dogwood 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 		$308K Sell
1,409
-76
-5% -$15.3K 0.12% 66
2026
Q1 		$294K Sell
1,485
-734
-33% -$151K 0.13% 72
2025
Q4 		$505K Sell
2,219
-331
-13% -$74.7K 0.22% 69
2025
Q3 		$630K Buy
2,550
+2,513
+6,792% +$620K 0.29% 66
2025
Q2 		$9.31K Buy
37
+19
+106% +$5.21K ﹤0.01% 297
2025
Q1 		$5.09K Buy
+18
New +$4.71K ﹤0.01% 241
2024
Q3 		– Sell
-39
Closed -$9.07K – 216
2024
Q2 		$8.12K Buy
+39
New +$8.16K 0.01% 182
2024
Q1 		– Hold
0
– – – 267
2023
Q4 		– Hold
0
– – – 253

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

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

Dogwood Wealth Management reduced its Progressive (PGR) stake by 5.1% in Q2 2026, selling an estimated $15.3K and leaving 1,409 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #66.

Dogwood Wealth Management first reported a position in PGR in Q2 2024 and has held it in 7 quarters since. The position peaked at $630K in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Dogwood Wealth Management held 1,409 shares of Progressive worth $308K as of Q2 2026.
  • Dogwood Wealth Management sold 76 Progressive shares in Q2 2026, an estimated $15.3K.
  • Progressive made up 0.12% of Dogwood Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Dogwood Wealth Management first reported a position in Progressive in Q2 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Progressive position peaked at $630K in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.