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Fulcrum Asset Management’s Progressive PGR Stock Holding History

Fulcrum Asset 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 		$623K Sell
2,834
-18,382
-87% -$3.7M 0.06% 254
2026
Q1 		$4.27M Buy
21,216
+754
+4% +$156K 0.65% 45
2025
Q4 		$4.71M Sell
20,462
-607
-3% -$137K 1.31% 15
2025
Q3 		$5.2M Sell
21,069
-584
-3% -$144K 1.44% 16
2025
Q2 		$5.78M Buy
+21,653
New +$5.94M 1.65% 12

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

Fulcrum Asset Management's PGR Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Progressive (PGR) stake by 87% in Q2 2026, selling an estimated $3.7M and leaving 2,834 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #254.

Fulcrum Asset Management first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.78M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Fulcrum Asset Management held 2,834 shares of Progressive worth $623K as of Q2 2026.
  • Fulcrum Asset Management sold 18,382 Progressive shares in Q2 2026, an estimated $3.7M.
  • Progressive made up 0.06% of Fulcrum Asset Management's portfolio in Q2 2026, its #254 holding.
  • Fulcrum Asset Management first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Progressive position peaked at $5.78M in Q2 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.