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EP Wealth Advisors’s Progressive PGR Stock Holding History

EP Wealth Advisors’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 		$1.98M Sell
9,061
-12,101
-57% -$2.44M 0.01% 574
2026
Q1 		$4.2M Buy
21,162
+11,253
+114% +$2.32M 0.02% 342
2025
Q4 		$2.26M Buy
+9,909
New +$2.24M 0.01% 420
2025
Q2 		$3.22M Buy
12,068
+7,972
+195% +$2.19M 0.02% 331
2025
Q1 		$1.16M Buy
4,096
+1,821
+80% +$476K 0.01% 468
2024
Q4 		$545K Sell
2,275
-169
-7% -$42.5K ﹤0.01% 663
2024
Q3 		$620K Buy
2,444
+552
+29% +$128K 0.01% 627
2024
Q2 		$393K Buy
1,892
+313
+20% +$65.5K ﹤0.01% 589
2024
Q1 		$327K Buy
1,579
+62
+4% +$11.5K ﹤0.01% 604
2023
Q4 		$242K Buy
1,517
+22
+1% +$3.44K ﹤0.01% 675
2023
Q3 		$208K Sell
1,495
-6,726
-82% -$885K ﹤0.01% 659
2023
Q2 		$262K Sell
8,221
-57,148
-87% -$7.66M ﹤0.01% 590
2023
Q1 		$9.72M Buy
+65,369
New +$9.01M 0.17% 91
2022
Q3 		– Sell
-1,858
Closed -$216K – 543
2022
Q2 		$216K Buy
1,858
+18
+1% +$2.04K ﹤0.01% 555
2022
Q1 		$210K Buy
+1,840
New +$199K ﹤0.01% 567

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

EP Wealth Advisors's PGR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Progressive (PGR) stake by 57% in Q2 2026, selling an estimated $2.44M and leaving 9,061 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #574.

EP Wealth Advisors first reported a position in PGR in Q1 2022 and has held it in 15 quarters since. The position peaked at $9.72M in Q1 2023. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • EP Wealth Advisors held 9,061 shares of Progressive worth $1.98M as of Q2 2026.
  • EP Wealth Advisors sold 12,101 Progressive shares in Q2 2026, an estimated $2.44M.
  • Progressive made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #574 holding.
  • EP Wealth Advisors first reported a position in Progressive in Q1 2022 and has held it in 15 quarters since.
  • EP Wealth Advisors's Progressive position peaked at $9.72M in Q1 2023.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.