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Finivi Inc’s Progressive PGR Stock Holding History

Finivi 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
Q2 		$538K Buy
2,464
+172
+8% +$34.7K 0.28% 71
2026
Q1 		$454K Buy
2,292
+353
+18% +$72.9K 0.25% 71
2025
Q4 		$442K Sell
1,939
-43
-2% -$9.71K 0.26% 74
2025
Q3 		$489K Buy
1,982
+7
+0.4% +$1.73K 0.31% 66
2025
Q2 		$527K Buy
+1,975
New +$541K 0.36% 63

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

Finivi Inc's PGR Position: Q2 2026 in Review

Finivi Inc increased its Progressive (PGR) stake by 7.5% in Q2 2026, buying an estimated $34.7K and bringing the position to 2,464 shares worth $538K. The position accounts for 0.28% of the portfolio, ranked #71.

Finivi Inc first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. 1,794 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Finivi Inc held 2,464 shares of Progressive worth $538K as of Q2 2026.
  • Finivi Inc bought 172 Progressive shares in Q2 2026, an estimated $34.7K.
  • Progressive made up 0.28% of Finivi Inc's portfolio in Q2 2026, its #71 holding.
  • Finivi Inc first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.