EWP
PGR icon

Elevation Wealth Partners’s Progressive PGR Stock Holding History

Elevation Wealth Partners’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 		$28.8K Buy
132
+32
+32% +$6.45K 0.01% 460
2026
Q1 		$19.8K Buy
100
+72
+257% +$14.9K 0.01% 375
2025
Q4 		$6.38K Buy
28
+2
+8% +$452 ﹤0.01% 577
2025
Q3 		$6.42K Buy
+26
New +$6.41K ﹤0.01% 442

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

Elevation Wealth Partners's PGR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Progressive (PGR) stake by 32% in Q2 2026, buying an estimated $6.45K and bringing the position to 132 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #460.

Elevation Wealth Partners first reported a position in PGR in Q3 2025 and has held it in 4 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Elevation Wealth Partners held 132 shares of Progressive worth $28.8K as of Q2 2026.
  • Elevation Wealth Partners bought 32 Progressive shares in Q2 2026, an estimated $6.45K.
  • Progressive made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #460 holding.
  • Elevation Wealth Partners first reported a position in Progressive in Q3 2025 and has held it in 4 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.