ISWM
PGR icon

Independent Solutions Wealth Management’s Progressive PGR Stock Holding History

Independent Solutions 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 		$1.91M Buy
+8,751
New +$1.76M 0.25% 102
2020
Q1 		– Sell
-10,626
Closed -$769K – 143
2019
Q4 		$769K Buy
+10,626
New +$766K 0.34% 58

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

Independent Solutions Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 8,751 shares worth $1.91M. The stake represents 0.25% of the portfolio and ranks #102 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in PGR as recently as Q4 2019.

Independent Solutions Wealth Management first reported a position in PGR in Q4 2019 and has held it in 2 quarters since. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Independent Solutions Wealth Management held 8,751 shares of Progressive worth $1.91M as of Q2 2026.
  • Progressive was a new Independent Solutions Wealth Management position in Q2 2026.
  • Progressive made up 0.25% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Independent Solutions Wealth Management first reported a position in Progressive in Q4 2019 and has held it in 2 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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