GW Henssler & Associates’s Progressive PGR Stock Holding History

GW Henssler & Associates’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	$220K	Buy	+1,009	New	+$203K	0.01%	235
2026 Q1	–	Sell	-1,000	Closed	-$228K	–	243
2025 Q4	$228K	Hold	1,000	–	–	0.01%	204
2025 Q3	$247K	Hold	1,000	–	–	0.01%	177
2025 Q2	$267K	Sell	1,000 -95	-9%	-$26K	0.01%	150
2025 Q1	$310K	Buy	1,095 +83	+8%	+$21.7K	0.02%	138
2024 Q4	$257K	Hold	1,012	–	–	0.01%	137
2024 Q3	$257K	Hold	1,012	–	–	0.01%	140
2024 Q2	$210K	Buy	1,012 +12	+1%	+$2.51K	0.01%	157
2024 Q1	$207K	Buy	+1,000	New	+$186K	0.01%	161

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GW Henssler & Associates's PGR Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Progressive (PGR) in Q2 2026: 1,009 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in PGR as recently as Q4 2025.

GW Henssler & Associates first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $310K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

GW Henssler & Associates held 1,009 shares of Progressive worth $220K as of Q2 2026.
Progressive was a new GW Henssler & Associates position in Q2 2026.
Progressive made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #235 holding.
GW Henssler & Associates first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
GW Henssler & Associates's Progressive position peaked at $310K in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.