IFO
PGR icon

Independent Family Office’s Progressive PGR Stock Holding History

Independent Family Office’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 		$472K Sell
2,159
-329
-13% -$66.3K 0.19% 58
2026
Q1 		$493K Buy
2,488
+1,379
+124% +$285K 0.2% 61
2025
Q4 		$253K Buy
+1,109
New +$250K 0.11% 73
2025
Q3 		– Sell
-778
Closed -$208K – 80
2025
Q2 		$208K Hold
778
– – 0.1% 76
2025
Q1 		$220K Buy
+778
New +$203K 0.12% 67

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

Independent Family Office's PGR Position: Q2 2026 in Review

Independent Family Office reduced its Progressive (PGR) stake by 13% in Q2 2026, selling an estimated $66.3K and leaving 2,159 shares worth $472K. The position accounts for 0.19% of the portfolio, ranked #58.

Independent Family Office first reported a position in PGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $493K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Independent Family Office held 2,159 shares of Progressive worth $472K as of Q2 2026.
  • Independent Family Office sold 329 Progressive shares in Q2 2026, an estimated $66.3K.
  • Progressive made up 0.19% of Independent Family Office's portfolio in Q2 2026, its #58 holding.
  • Independent Family Office first reported a position in Progressive in Q1 2025 and has held it in 5 quarters since.
  • Independent Family Office's Progressive position peaked at $493K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.