Dynasty Wealth Management’s Progressive PGR Stock Holding History

Dynasty 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	$988K	Buy	+4,524	New	+$912K	0.01%	191

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

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

Dynasty Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 4,524 shares worth $988K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Dynasty Wealth Management held 4,524 shares of Progressive worth $988K as of Q2 2026.
Progressive was a new Dynasty Wealth Management position in Q2 2026.
Progressive made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #191 holding.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.