Icon Wealth Advisors’s Progressive PGR Stock Holding History

Icon Wealth Advisors’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	$1.47M	Buy	6,719 +1,712	+34%	+$345K	0.09%	149
2026 Q1	$1M	Sell	5,007 -2,704	-35%	-$558K	0.07%	167
2025 Q4	$1.72M	Buy	7,711 +786	+11%	+$178K	0.11%	124
2025 Q3	$1.71M	Sell	6,925 -647	-9%	-$159K	0.12%	128
2025 Q2	$2.02M	Buy	7,572 +4,083	+117%	+$1.12M	0.14%	115
2025 Q1	$987K	Buy	3,489 +266	+8%	+$69.6K	0.08%	151
2024 Q4	$772K	Buy	3,223 +766	+31%	+$193K	0.06%	165
2024 Q3	$623K	Buy	2,457 +65	+3%	+$15.1K	0.05%	188
2024 Q2	$512K	Buy	+2,392	New	+$501K	0.05%	204

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

Icon Wealth Advisors's PGR Position: Q2 2026 in Review

Icon Wealth Advisors increased its Progressive (PGR) stake by 34% in Q2 2026, buying an estimated $345K and bringing the position to 6,719 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #149.

Icon Wealth Advisors first reported a position in PGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Icon Wealth Advisors held 6,719 shares of Progressive worth $1.47M as of Q2 2026.
Icon Wealth Advisors bought 1,712 Progressive shares in Q2 2026, an estimated $345K.
Progressive made up 0.09% of Icon Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Icon Wealth Advisors first reported a position in Progressive in Q2 2024 and has held it in 9 quarters since.
Icon Wealth Advisors's Progressive position peaked at $2.02M in Q2 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.