Genesis Private Wealth
PGR icon

Genesis Private Wealth’s Progressive PGR Stock Holding History

Genesis Private Wealth’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 		$301K Buy
1,454
+41
+3% +$8.86K 0.09% 134
2026
Q2 		$309K Sell
1,413
-290
-17% -$58.4K 0.09% 127
2026
Q1 		$338K Buy
1,703
+413
+32% +$85.2K 0.11% 112
2025
Q4 		$294K Sell
1,290
-76
-6% -$17.2K 0.09% 124
2025
Q3 		$337K Buy
1,366
+87
+7% +$21.4K 0.14% 84
2025
Q2 		$341K Sell
1,279
-63
-5% -$17.3K 0.16% 76
2025
Q1 		$380K Buy
1,342
+36
+3% +$9.42K 0.2% 63
2024
Q4 		$313K Buy
+1,306
New +$329K 0.17% 73

Other funds holding PGR

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Genesis Private Wealth's PGR Position: Q3 2026 in Review

Genesis Private Wealth increased its Progressive (PGR) stake by 2.9% in Q3 2026, buying an estimated $8.86K and bringing the position to 1,454 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #134.

Genesis Private Wealth first reported a position in PGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $380K in Q1 2025. 1,134 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Genesis Private Wealth held 1,454 shares of Progressive worth $301K as of Q3 2026.
  • Genesis Private Wealth bought 41 Progressive shares in Q3 2026, an estimated $8.86K.
  • Progressive made up 0.09% of Genesis Private Wealth's portfolio in Q3 2026, its #134 holding.
  • Genesis Private Wealth first reported a position in Progressive in Q4 2024 and has held it in 8 quarters since.
  • Genesis Private Wealth's Progressive position peaked at $380K in Q1 2025.
  • 1,134 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.