Envestnet Asset Management’s Progressive PGR Stock Holding History

Envestnet Asset 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	$461M	Buy	2,108,462 +19,976	+1%	+$4.03M	0.11%	161
2026 Q1	$414M	Buy	2,088,486 +83,435	+4%	+$17.2M	0.11%	164
2025 Q4	$457M	Buy	2,005,051 +157,605	+9%	+$35.6M	0.14%	125
2025 Q3	$456M	Buy	1,847,446 +48,530	+3%	+$12M	0.13%	131
2025 Q2	$480M	Buy	1,798,916 +22,382	+1%	+$6.14M	0.14%	125
2025 Q1	$503M	Sell	1,776,534 -10,291	-0.6%	-$2.69M	0.16%	109
2024 Q4	$428M	Buy	1,786,825 +52,518	+3%	+$13.2M	0.14%	125
2024 Q3	$440M	Buy	1,734,307 +54,269	+3%	+$12.6M	0.14%	125
2024 Q2	$349M	Sell	1,680,038 -66,345	-4%	-$13.9M	0.12%	154
2024 Q1	$361M	Buy	1,746,383 +232,771	+15%	+$43.2M	0.13%	142
2023 Q4	$241M	Buy	1,513,612 +28,709	+2%	+$4.49M	0.1%	189
2023 Q3	$207M	Buy	1,484,903 +569,529	+62%	+$74.9M	0.09%	200
2023 Q2	$121M	Sell	915,374 -2,879	-0.3%	-$386K	0.05%	305
2023 Q1	$131M	Buy	918,253 +64,733	+8%	+$8.93M	0.06%	264
2022 Q4	$111M	Buy	853,520 +75,382	+10%	+$9.55M	0.06%	298
2022 Q3	$90.4M	Buy	778,138 +48,063	+7%	+$5.79M	0.05%	305
2022 Q2	$84.9M	Buy	730,075 +46,188	+7%	+$5.24M	0.05%	316
2022 Q1	$78M	Buy	683,887 +21,455	+3%	+$2.32M	0.04%	364
2021 Q4	$68M	Buy	662,432 +78,979	+14%	+$7.54M	0.03%	392
2021 Q3	$52.7M	Buy	583,453 +88,598	+18%	+$8.44M	0.03%	442
2021 Q2	$48.6M	Buy	494,855 +13,844	+3%	+$1.37M	0.03%	468
2021 Q1	$46M	Buy	481,011 +15,794	+3%	+$1.44M	0.03%	435
2020 Q4	$46M	Sell	465,217 -82,894	-15%	-$7.84M	0.03%	371
2020 Q3	$51.9M	Sell	548,111 -25,782	-4%	-$2.32M	0.05%	296
2020 Q2	$46M	Buy	573,893 +103,169	+22%	+$8.05M	0.05%	304
2020 Q1	$34.8M	Buy	470,724 +122,094	+35%	+$9.41M	0.04%	308
2019 Q4	$25.2M	Sell	348,630 -220,012	-39%	-$15.9M	0.03%	454
2019 Q3	$43.9M	Buy	568,642 +29,215	+5%	+$2.3M	0.05%	288
2019 Q2	$43.1M	Buy	539,427 +13,554	+3%	+$1.05M	0.05%	263
2019 Q1	$37.9M	Sell	525,873 -20,773	-4%	-$1.42M	0.05%	270
2018 Q4	$33M	Buy	546,646 +540,524	+8,829%	+$36M	0.05%	258
2018 Q3	$435K	Sell	6,122 -11,212	-65%	-$721K	﹤0.01%	951
2018 Q2	$1.03M	Buy	17,334 +1,237	+8%	+$75.7K	﹤0.01%	1048
2018 Q1	$975K	Sell	16,097 -37,347	-70%	-$2.13M	﹤0.01%	958
2017 Q4	$3.01M	Sell	53,444 -2,358	-4%	-$122K	0.01%	791
2017 Q3	$2.7M	Buy	55,802 +453	+0.8%	+$21.2K	0.01%	780
2017 Q2	$2.44M	Sell	55,349 -9,115	-14%	-$379K	0.01%	838
2017 Q1	$2.53M	Buy	64,464 +4,637	+8%	+$177K	0.01%	839
2016 Q4	$2.12M	Sell	59,827 -7,492	-11%	-$248K	0.01%	892
2016 Q3	$2.12M	Sell	67,319 -17,149	-20%	-$558K	0.01%	940
2016 Q2	$2.83M	Buy	84,468 +16,721	+25%	+$553K	0.01%	862
2016 Q1	$2.38M	Buy	67,747 +4,734	+8%	+$151K	0.01%	898
2015 Q4	$2M	Sell	63,013 -10,052	-14%	-$319K	0.01%	964
2015 Q3	$2.24M	Buy	73,065 +3,342	+5%	+$101K	0.01%	902
2015 Q2	$1.94M	Buy	69,723 +2,704	+4%	+$73.7K	0.01%	1064
2015 Q1	$1.82M	Buy	67,019 +66,646	+17,868%	+$1.78M	0.01%	1010
2014 Q4	$10K	Hold	373	–	–	﹤0.01%	1966
2014 Q3	$9K	Hold	373	–	–	﹤0.01%	2159
2014 Q2	$9K	Sell	373 -740	-66%	-$18.3K	﹤0.01%	2092
2014 Q1	$27K	Buy	1,113 +784	+238%	+$19K	﹤0.01%	1571
2013 Q4	$9K	Sell	329 -97	-23%	-$2.62K	﹤0.01%	1792
2013 Q3	$12K	Sell	426 -3	-0.7%	-$78	﹤0.01%	1647
2013 Q2	$11K	Buy	+429	New	+$10.8K	﹤0.01%	1630

Other funds holding PGR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management's PGR Position: Q2 2026 in Review

Envestnet Asset Management increased its Progressive (PGR) stake by 0.96% in Q2 2026, buying an estimated $4.03M and bringing the position to 2,108,462 shares worth $461M. The position accounts for 0.11% of the portfolio, ranked #161.

Envestnet Asset Management first reported a position in PGR in Q2 2013 and has held it in 53 quarters since. The position peaked at $503M in Q1 2025. 772 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Envestnet Asset Management held 2,108,462 shares of Progressive worth $461M as of Q2 2026.
Envestnet Asset Management bought 19,976 Progressive shares in Q2 2026, an estimated $4.03M.
Progressive made up 0.11% of Envestnet Asset Management's portfolio in Q2 2026, its #161 holding.
Envestnet Asset Management first reported a position in Progressive in Q2 2013 and has held it in 53 quarters since.
Envestnet Asset Management's Progressive position peaked at $503M in Q1 2025.
772 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.