DWM
PGR icon

Drive Wealth Management’s Progressive PGR Stock Holding History

Drive 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 		$1.63M Buy
7,476
+4,970
+198% +$1M 0.29% 61
2026
Q1 		$497K Sell
2,506
-692
-22% -$143K 0.1% 159
2025
Q4 		$728K Buy
3,198
+791
+33% +$179K 0.14% 125
2025
Q3 		$595K Sell
2,407
-82
-3% -$20.2K 0.13% 138
2025
Q2 		$664K Buy
2,489
+266
+12% +$72.9K 0.15% 126
2025
Q1 		$629K Sell
2,223
-9
-0.4% -$2.35K 0.15% 117
2024
Q4 		$535K Buy
2,232
+79
+4% +$19.9K 0.13% 121
2024
Q3 		$546K Buy
2,153
+61
+3% +$14.2K 0.14% 119
2024
Q2 		$434K Buy
2,092
+69
+3% +$14.4K 0.12% 152
2024
Q1 		$418K Buy
2,023
+33
+2% +$6.12K 0.12% 160
2023
Q4 		$317K Buy
1,990
+100
+5% +$15.7K 0.1% 189
2023
Q3 		$263K Buy
1,890
+126
+7% +$16.6K 0.1% 193
2023
Q2 		$234K Buy
1,764
+186
+12% +$24.9K 0.09% 216
2023
Q1 		$226K Buy
+1,578
New +$218K 0.09% 232

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

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

Drive Wealth Management increased its Progressive (PGR) stake by 198% in Q2 2026, buying an estimated $1M and bringing the position to 7,476 shares worth $1.63M. The position accounts for 0.29% of the portfolio, ranked #61.

Drive Wealth Management first reported a position in PGR in Q1 2023 and has held it in 14 quarters since. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Drive Wealth Management held 7,476 shares of Progressive worth $1.63M as of Q2 2026.
  • Drive Wealth Management bought 4,970 Progressive shares in Q2 2026, an estimated $1M.
  • Progressive made up 0.29% of Drive Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Drive Wealth Management first reported a position in Progressive in Q1 2023 and has held it in 14 quarters since.
  • 495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.