DA
PGR icon

Dougherty & Associates’s Progressive PGR Stock Holding History

Dougherty & Associates’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 		$2.72M Buy
12,444
+9
+0.1% +$1.81K 2.18% 14
2026
Q1 		$2.47M Buy
12,435
+1,547
+14% +$319K 2.26% 13
2025
Q4 		$2.48M Buy
+10,888
New +$2.46M 2.22% 12

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

Dougherty & Associates's PGR Position: Q2 2026 in Review

Dougherty & Associates increased its Progressive (PGR) stake by 0.07% in Q2 2026, buying an estimated $1.81K and bringing the position to 12,444 shares worth $2.72M. The position accounts for 2.18% of the portfolio, ranked #14.

Dougherty & Associates first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Dougherty & Associates held 12,444 shares of Progressive worth $2.72M as of Q2 2026.
  • Dougherty & Associates bought 9 Progressive shares in Q2 2026, an estimated $1.81K.
  • Progressive made up 2.18% of Dougherty & Associates's portfolio in Q2 2026, its #14 holding.
  • Dougherty & Associates first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.