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Essential Partners’s Progressive PGR Stock Holding History

Essential 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 		$8.3K Sell
38
-96
-72% -$19.3K ﹤0.01% 1307
2026
Q1 		$26.6K Sell
134
-546
-80% -$113K 0.01% 829
2025
Q4 		$155K Buy
680
+355
+109% +$80.2K 0.05% 366
2025
Q3 		$80.3K Buy
325
+266
+451% +$65.6K 0.03% 486
2025
Q2 		$15.7K Buy
+59
New +$16.2K 0.01% 739

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 $3.38T AUM 44.17% 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

Essential Partners's PGR Position: Q2 2026 in Review

Essential Partners reduced its Progressive (PGR) stake by 72% in Q2 2026, selling an estimated $19.3K and leaving 38 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Essential Partners first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $155K in Q4 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Essential Partners held 38 shares of Progressive worth $8.3K as of Q2 2026.
  • Essential Partners sold 96 Progressive shares in Q2 2026, an estimated $19.3K.
  • Progressive made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1307 holding.
  • Essential Partners first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Progressive position peaked at $155K in Q4 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.