GI
PGR icon

Gradient Investments’s Progressive PGR Stock Holding History

Gradient Investments’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 		$715K Buy
3,272
+28
+0.9% +$5.64K 0.01% 350
2026
Q1 		$643K Buy
3,244
+2
+0.1% +$413 0.01% 334
2025
Q4 		$738K Buy
3,242
+313
+11% +$70.7K 0.01% 259
2025
Q3 		$723K Sell
2,929
-81
-3% -$20K 0.01% 277
2025
Q2 		$803K Buy
3,010
+13
+0.4% +$3.56K 0.01% 240
2025
Q1 		$848K Buy
2,997
+6
+0.2% +$1.57K 0.02% 206
2024
Q4 		$717K Buy
+2,991
New +$753K 0.01% 200
2024
Q3 		– Sell
-97
Closed -$20.1K – 1007
2024
Q2 		$20.1K Buy
97
+88
+978% +$18.4K ﹤0.01% 638
2024
Q1 		$1.86K Sell
9
-13
-59% -$2.41K ﹤0.01% 840
2023
Q4 		$3.5K Hold
22
– – ﹤0.01% 1084
2023
Q3 		$3.06K Sell
22
-13
-37% -$1.71K ﹤0.01% 1070
2023
Q2 		$4.63K Buy
+35
New +$4.69K ﹤0.01% 966
2021
Q4 		– Sell
-3
Closed – – 1305
2021
Q3 		$0 Sell
3
-27
-90% -$2.57K ﹤0.01% 1225
2021
Q2 		$3K Buy
30
+8
+36% +$791 ﹤0.01% 958
2021
Q1 		$2K Sell
22
-43,542
-100% -$3.96M ﹤0.01% 1021
2020
Q4 		$4.12M Sell
43,564
-362
-0.8% -$34.2K 0.18% 127
2020
Q3 		$4.16M Buy
43,926
+4,890
+13% +$439K 0.17% 128
2020
Q2 		$3.13M Buy
39,036
+5,346
+16% +$417K 0.14% 127
2020
Q1 		$2.49M Buy
33,690
+3,722
+12% +$287K 0.13% 119
2019
Q4 		$2.17M Buy
29,968
+29,859
+27,394% +$2.15M 0.1% 130
2019
Q3 		$8K Buy
+109
New +$8.57K ﹤0.01% 712
2017
Q3 		– Sell
-30
Closed -$1K – 573
2017
Q2 		$1K Buy
+30
New +$1.25K ﹤0.01% 748

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

Gradient Investments's PGR Position: Q2 2026 in Review

Gradient Investments increased its Progressive (PGR) stake by 0.86% in Q2 2026, buying an estimated $5.64K and bringing the position to 3,272 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #350.

Gradient Investments first reported a position in PGR in Q2 2017 and has held it in 22 quarters since. The position peaked at $4.16M in Q3 2020. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Gradient Investments held 3,272 shares of Progressive worth $715K as of Q2 2026.
  • Gradient Investments bought 28 Progressive shares in Q2 2026, an estimated $5.64K.
  • Progressive made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #350 holding.
  • Gradient Investments first reported a position in Progressive in Q2 2017 and has held it in 22 quarters since.
  • Gradient Investments's Progressive position peaked at $4.16M in Q3 2020.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.