EWM
PGR icon

Evolution Wealth Management’s Progressive PGR Stock Holding History

Evolution 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 		$5.02K Hold
23
– – ﹤0.01% 706
2026
Q1 		$4.56K Sell
23
-989
-98% -$204K ﹤0.01% 644
2025
Q4 		$230K Buy
1,012
+1,000
+8,333% +$226K 0.19% 91
2025
Q3 		$2.96K Buy
12
+1
+9% +$247 ﹤0.01% 476
2025
Q2 		$2.94K Buy
+11
New +$3.02K ﹤0.01% 494

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

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

Evolution Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 23 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Evolution Wealth Management first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Evolution Wealth Management held 23 shares of Progressive worth $5.02K as of Q2 2026.
  • Evolution Wealth Management left its Progressive share count unchanged in Q2 2026.
  • Progressive made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Evolution Wealth Management first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Progressive position peaked at $230K in Q4 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.