Family Management’s Progressive PGR Stock Holding History

Family 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	$496K	Sell	2,270 -38	-2%	-$7.66K	0.05%	170
2026 Q1	$458K	Sell	2,308 -210	-8%	-$43.3K	0.05%	168
2025 Q4	$573K	Sell	2,518 -456	-15%	-$103K	0.07%	128
2025 Q3	$734K	Buy	2,974 +11	+0.4%	+$2.71K	0.1%	107
2025 Q2	$791K	Sell	2,963 -64	-2%	-$17.5K	0.12%	102
2025 Q1	$857K	Sell	3,027 -16	-0.5%	-$4.18K	0.14%	95
2024 Q4	$729K	Hold	3,043	–	–	0.12%	96
2024 Q3	$772K	Hold	3,043	–	–	0.13%	95
2024 Q2	$632K	Buy	3,043 +23	+0.8%	+$4.81K	0.11%	88
2024 Q1	$625K	Buy	3,020 +1,008	+50%	+$187K	0.12%	88
2023 Q4	$320K	Buy	2,012 +13	+0.7%	+$2.04K	0.07%	106
2023 Q3	$278K	Sell	1,999 -875	-30%	-$115K	0.06%	105
2023 Q2	$380K	Buy	+2,874	New	+$385K	0.08%	93

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Family Management's PGR Position: Q2 2026 in Review

Family Management reduced its Progressive (PGR) stake by 1.6% in Q2 2026, selling an estimated $7.66K and leaving 2,270 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #170.

Family Management first reported a position in PGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $857K in Q1 2025. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Family Management held 2,270 shares of Progressive worth $496K as of Q2 2026.
Family Management sold 38 Progressive shares in Q2 2026, an estimated $7.66K.
Progressive made up 0.05% of Family Management's portfolio in Q2 2026, its #170 holding.
Family Management first reported a position in Progressive in Q2 2023 and has held it in 13 quarters since.
Family Management's Progressive position peaked at $857K in Q1 2025.
1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.