IWM
PGR icon

IHT Wealth Management’s Progressive PGR Stock Holding History

IHT 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 		$788K Sell
3,607
-559
-13% -$113K 0.02% 675
2026
Q1 		$826K Buy
4,166
+399
+11% +$82.3K 0.02% 636
2025
Q4 		$858K Sell
3,767
-1,332
-26% -$301K 0.02% 584
2025
Q3 		$1.26M Buy
5,099
+452
+10% +$111K 0.03% 463
2025
Q2 		$1.24M Buy
4,647
+1,250
+37% +$343K 0.03% 438
2025
Q1 		$961K Buy
3,397
+536
+19% +$140K 0.03% 487
2024
Q4 		$685K Sell
2,861
-1,879
-40% -$473K 0.02% 575
2024
Q3 		$1.2M Buy
4,740
+1,687
+55% +$392K 0.03% 455
2024
Q2 		$634K Sell
3,053
-84
-3% -$17.6K 0.02% 563
2024
Q1 		$649K Sell
3,137
-261
-8% -$48.4K 0.03% 553
2023
Q4 		$541K Buy
3,398
+8
+0.2% +$1.25K 0.02% 571
2023
Q3 		$473K Buy
3,390
+115
+4% +$15.1K 0.02% 572
2023
Q2 		$434K Buy
3,275
+613
+23% +$82.2K 0.02% 592
2023
Q1 		$381K Buy
2,662
+86
+3% +$11.9K 0.02% 607
2022
Q4 		$334K Buy
2,576
+22
+0.9% +$2.79K 0.02% 611
2022
Q3 		$297K Buy
+2,554
New +$308K 0.02% 626
2020
Q2 		– Sell
-2,884
Closed -$213K – 622
2020
Q1 		$213K Sell
2,884
-1,081
-27% -$83.3K 0.03% 468
2019
Q4 		$287K Buy
3,965
+526
+15% +$37.9K 0.03% 457
2019
Q3 		$262K Buy
+3,439
New +$271K 0.04% 461
2018
Q2 		– Sell
-179
Closed -$11K – 1084
2018
Q1 		$11K Buy
+179
New +$10.2K ﹤0.01% 1158

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

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

IHT Wealth Management reduced its Progressive (PGR) stake by 13% in Q2 2026, selling an estimated $113K and leaving 3,607 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #675.

IHT Wealth Management first reported a position in PGR in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.26M in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • IHT Wealth Management held 3,607 shares of Progressive worth $788K as of Q2 2026.
  • IHT Wealth Management sold 559 Progressive shares in Q2 2026, an estimated $113K.
  • Progressive made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #675 holding.
  • IHT Wealth Management first reported a position in Progressive in Q1 2018 and has held it in 20 quarters since.
  • IHT Wealth Management's Progressive position peaked at $1.26M in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.