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Gilliland Jeter Wealth Management’s Progressive PGR Stock Holding History

Gilliland Jeter Wealth 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 		$737K Buy
3,372
+1
+0% +$202 0.19% 96
2026
Q1 		$668K Buy
3,371
+131
+4% +$27K 0.2% 94
2025
Q4 		$738K Buy
3,240
+1
+0% +$226 0.22% 88
2025
Q3 		$800K Sell
3,239
-16
-0.5% -$3.94K 0.25% 82
2025
Q2 		$869K Sell
3,255
-25
-0.8% -$6.85K 0.28% 75
2025
Q1 		$928K Sell
3,280
-19
-0.6% -$4.97K 0.33% 70
2024
Q4 		$791K Sell
3,299
-20
-0.6% -$5.04K 0.27% 78
2024
Q3 		$842K Sell
3,319
-28
-0.8% -$6.51K 0.27% 79
2024
Q2 		$695K Buy
3,347
+1
+0% +$209 0.23% 87
2024
Q1 		$692K Sell
3,346
-1,213
-27% -$225K 0.24% 90
2023
Q4 		$726K Buy
+4,559
New +$714K 0.3% 85

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Gilliland Jeter Wealth Management's PGR Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Progressive (PGR) stake by 0.03% in Q2 2026, buying an estimated $202 and bringing the position to 3,372 shares worth $737K. The position accounts for 0.19% of the portfolio, ranked #96.

Gilliland Jeter Wealth Management first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $928K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Gilliland Jeter Wealth Management held 3,372 shares of Progressive worth $737K as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 1 Progressive share in Q2 2026, an estimated $202.
  • Progressive made up 0.19% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Gilliland Jeter Wealth Management first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Progressive position peaked at $928K in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.