HWM
PGR icon

HB Wealth Management’s Progressive PGR Stock Holding History

HB 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 		$7.57M Buy
34,666
+2,411
+7% +$486K 0.04% 207
2026
Q1 		$6.39M Buy
32,255
+2,864
+10% +$591K 0.04% 219
2025
Q4 		$6.69M Sell
29,391
-1,251
-4% -$283K 0.04% 214
2025
Q3 		$7.57M Buy
30,642
+2,490
+9% +$614K 0.05% 191
2025
Q2 		$7.51M Sell
28,152
-3,662
-12% -$1M 0.06% 170
2025
Q1 		$9M Buy
31,814
+8,236
+35% +$2.15M 0.08% 141
2024
Q4 		$5.65M Buy
23,578
+3,281
+16% +$826K 0.06% 150
2024
Q3 		$5.15M Buy
20,297
+2,802
+16% +$651K 0.06% 153
2024
Q2 		$3.63M Buy
17,495
+7,232
+70% +$1.51M 0.04% 183
2024
Q1 		$2.12M Buy
10,263
+653
+7% +$121K 0.03% 233
2023
Q4 		$1.53M Sell
9,610
-311
-3% -$48.7K 0.02% 262
2023
Q3 		$1.38M Buy
9,921
+1,078
+12% +$142K 0.02% 261
2023
Q2 		$1.17M Buy
8,843
+382
+5% +$51.2K 0.02% 273
2023
Q1 		$1.21M Buy
8,461
+590
+7% +$81.4K 0.02% 260
2022
Q4 		$1.02M Buy
7,871
+1,804
+30% +$229K 0.02% 280
2022
Q3 		$705K Buy
6,067
+441
+8% +$53.1K 0.02% 300
2022
Q2 		$654K Buy
5,626
+646
+13% +$73.2K 0.01% 305
2022
Q1 		$568K Buy
4,980
+932
+23% +$101K 0.01% 330
2021
Q4 		$416K Buy
+4,048
New +$386K 0.01% 333

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

HB Wealth Management's PGR Position: Q2 2026 in Review

HB Wealth Management increased its Progressive (PGR) stake by 7.5% in Q2 2026, buying an estimated $486K and bringing the position to 34,666 shares worth $7.57M. The position accounts for 0.04% of the portfolio, ranked #207.

HB Wealth Management first reported a position in PGR in Q4 2021 and has held it in 19 quarters since. The position peaked at $9M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • HB Wealth Management held 34,666 shares of Progressive worth $7.57M as of Q2 2026.
  • HB Wealth Management bought 2,411 Progressive shares in Q2 2026, an estimated $486K.
  • Progressive made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #207 holding.
  • HB Wealth Management first reported a position in Progressive in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Progressive position peaked at $9M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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