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GeoWealth Management’s Progressive PGR Stock Holding History

GeoWealth 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 		$350K Buy
1,600
+196
+14% +$39.5K 0.01% 607
2026
Q1 		$278K Sell
1,404
-35
-2% -$7.22K 0.01% 635
2025
Q4 		$328K Buy
1,439
+76
+6% +$17.2K 0.01% 542
2025
Q3 		$337K Sell
1,363
-117
-8% -$28.8K 0.01% 551
2025
Q2 		$395K Sell
1,480
-953
-39% -$261K 0.02% 466
2025
Q1 		$689K Sell
2,433
-3,586
-60% -$938K 0.03% 361
2024
Q4 		$1.44M Sell
6,019
-228
-4% -$57.4K 0.05% 225
2024
Q3 		$1.59M Sell
6,247
-1,279
-17% -$297K 0.06% 219
2024
Q2 		$1.56M Sell
7,526
-3,851
-34% -$806K 0.07% 192
2024
Q1 		$2.35M Buy
11,377
+8,961
+371% +$1.66M 0.09% 159
2023
Q4 		$384K Sell
2,416
-5,926
-71% -$928K 0.03% 377
2023
Q3 		$1.16M Buy
+8,342
New +$1.1M 0.13% 134
2021
Q1 		– Sell
-5,282
Closed -$524K – 232
2020
Q4 		$524K Buy
+5,282
New +$500K 0.08% 141

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

GeoWealth Management's PGR Position: Q2 2026 in Review

GeoWealth Management increased its Progressive (PGR) stake by 14% in Q2 2026, buying an estimated $39.5K and bringing the position to 1,600 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #607.

GeoWealth Management first reported a position in PGR in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.35M in Q1 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • GeoWealth Management held 1,600 shares of Progressive worth $350K as of Q2 2026.
  • GeoWealth Management bought 196 Progressive shares in Q2 2026, an estimated $39.5K.
  • Progressive made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #607 holding.
  • GeoWealth Management first reported a position in Progressive in Q4 2020 and has held it in 13 quarters since.
  • GeoWealth Management's Progressive position peaked at $2.35M in Q1 2024.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.