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Financial Strategies Group’s Progressive PGR Stock Holding History

Financial Strategies Group’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 		$14.4M Buy
69,949
+2,575
+4% +$519K 2.29% 12
2026
Q1 		$13.6M Buy
67,374
+8,945
+15% +$1.85M 2.28% 12
2025
Q4 		$12.4M Buy
58,429
+4,374
+8% +$988K 2.25% 13
2025
Q3 		$11M Buy
54,055
+14,695
+37% +$3.62M 2.1% 14
2025
Q2 		$9.64M Buy
39,360
+2,179
+6% +$597K 2.01% 14
2025
Q1 		$10.3M Sell
37,181
-2,512
-6% -$657K 2.43% 11
2024
Q4 		$9.35M Buy
39,693
+1,232
+3% +$310K 2.24% 12
2024
Q3 		$9.69M Buy
38,461
+8,223
+27% +$1.91M 2.27% 10
2024
Q2 		$6.33M Buy
30,238
+3,309
+12% +$693K 1.59% 19
2024
Q1 		$5.52M Buy
26,929
+3,205
+14% +$595K 1.48% 20
2023
Q4 		$4.23M Buy
23,724
+1,883
+9% +$295K 1.21% 21
2023
Q3 		$3.47M Buy
21,841
+2,316
+12% +$305K 1.1% 18
2023
Q2 		$2.58M Buy
19,525
+8,437
+76% +$1.13M 0.83% 27
2023
Q1 		$1.59M Buy
11,088
+1,030
+10% +$142K 0.61% 30
2022
Q4 		$1.3M Buy
10,058
+580
+6% +$73.5K 0.54% 33
2022
Q3 		$1.1M Buy
9,478
+1,311
+16% +$158K 0.5% 34
2022
Q2 		$950K Buy
8,167
+1,682
+26% +$191K 0.4% 35
2022
Q1 		$739K Buy
6,485
+56
+0.9% +$6.06K 0.29% 39
2021
Q4 		$660K Buy
6,429
+1,113
+21% +$106K 0.27% 40
2021
Q3 		$481K Buy
5,316
+1,002
+23% +$95.5K 0.21% 48
2021
Q2 		$424K Buy
+4,314
New +$427K 0.2% 49

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

Financial Strategies Group's PGR Position: Q2 2026 in Review

Financial Strategies Group increased its Progressive (PGR) stake by 3.8% in Q2 2026, buying an estimated $519K and bringing the position to 69,949 shares worth $14.4M. The position accounts for 2.29% of the portfolio, ranked #12.

Financial Strategies Group first reported a position in PGR in Q2 2021 and has held it in 21 quarters since. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Financial Strategies Group held 69,949 shares of Progressive worth $14.4M as of Q2 2026.
  • Financial Strategies Group bought 2,575 Progressive shares in Q2 2026, an estimated $519K.
  • Progressive made up 2.29% of Financial Strategies Group's portfolio in Q2 2026, its #12 holding.
  • Financial Strategies Group first reported a position in Progressive in Q2 2021 and has held it in 21 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.