EWM
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Evermay Wealth Management’s Progressive PGR Stock Holding History

Evermay 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 		$203K Buy
928
+146
+19% +$29.4K 0.02% 202
2026
Q1 		$155K Sell
782
-556
-42% -$115K 0.02% 218
2025
Q4 		$305K Buy
1,338
+60
+5% +$13.6K 0.03% 163
2025
Q3 		$316K Sell
1,278
-1
-0.1% -$247 0.04% 164
2025
Q2 		$341K Buy
1,279
+39
+3% +$10.7K 0.04% 155
2025
Q1 		$351K Buy
1,240
+1
+0.1% +$262 0.05% 148
2024
Q4 		$297K Buy
1,239
+554
+81% +$139K 0.05% 163
2024
Q3 		$174K Buy
685
+103
+18% +$23.9K 0.03% 208
2024
Q2 		$121K Sell
582
-86
-13% -$18K 0.02% 248
2024
Q1 		$138K Sell
668
-63
-9% -$11.7K 0.02% 236
2023
Q4 		$116K Buy
731
+41
+6% +$6.42K 0.02% 234
2023
Q3 		$96.1K Buy
690
+65
+10% +$8.55K 0.02% 243
2023
Q2 		$82.7K Buy
625
+85
+16% +$11.4K 0.02% 255
2023
Q1 		$77.3K Buy
540
+169
+46% +$23.3K 0.02% 261
2022
Q4 		$48.1K Buy
371
+254
+217% +$32.2K 0.01% 300
2022
Q3 		$14K Buy
+117
New +$14.1K ﹤0.01% 370

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

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

Evermay Wealth Management increased its Progressive (PGR) stake by 19% in Q2 2026, buying an estimated $29.4K and bringing the position to 928 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #202.

Evermay Wealth Management first reported a position in PGR in Q3 2022 and has held it in 16 quarters since. The position peaked at $351K in Q1 2025. 1,824 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Evermay Wealth Management held 928 shares of Progressive worth $203K as of Q2 2026.
  • Evermay Wealth Management bought 146 Progressive shares in Q2 2026, an estimated $29.4K.
  • Progressive made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Evermay Wealth Management first reported a position in Progressive in Q3 2022 and has held it in 16 quarters since.
  • Evermay Wealth Management's Progressive position peaked at $351K in Q1 2025.
  • 1,824 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.