Facet Wealth Inc
PGR icon

Facet Wealth Inc’s Progressive PGR Stock Holding History

Facet Wealth Inc’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
Q3 		$562K Buy
2,710
+503
+23% +$109K 0.01% 225
2026
Q2 		$482K Buy
2,207
+833
+61% +$168K 0.01% 219
2026
Q1 		$272K Buy
1,374
+352
+34% +$72.6K ﹤0.01% 277
2025
Q4 		$217K Buy
+1,022
New +$231K ﹤0.01% 282

Other funds holding PGR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc's PGR Position: Q3 2026 in Review

Facet Wealth Inc increased its Progressive (PGR) stake by 23% in Q3 2026, buying an estimated $109K and bringing the position to 2,710 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #225.

Facet Wealth Inc first reported a position in PGR in Q4 2025 and has held it in 4 quarters since. 1,271 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Facet Wealth Inc held 2,710 shares of Progressive worth $562K as of Q3 2026.
  • Facet Wealth Inc bought 503 Progressive shares in Q3 2026, an estimated $109K.
  • Progressive made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #225 holding.
  • Facet Wealth Inc first reported a position in Progressive in Q4 2025 and has held it in 4 quarters since.
  • 1,271 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.