Institute for Wealth Management’s Progressive PGR Stock Holding History

Institute for 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	$138K	Buy	+633	New	+$128K	0.01%	613
2019 Q3	–	Sell	-3,316	Closed	-$265K	–	461
2019 Q2	$265K	Buy	3,316 +2,242	+209%	+$173K	0.06%	379
2019 Q1	$229K	Buy	+1,074	New	+$73.6K	0.05%	389
2018 Q1	–	Sell	-21,109	Closed	-$1.19M	–	362
2017 Q4	$1.19M	Buy	+21,109	New	+$1.09M	0.27%	114

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's PGR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 633 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PGR as recently as Q2 2019.

Institute for Wealth Management first reported a position in PGR in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2017. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Institute for Wealth Management held 633 shares of Progressive worth $138K as of Q2 2026.
Progressive was a new Institute for Wealth Management position in Q2 2026.
Progressive made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #613 holding.
Institute for Wealth Management first reported a position in Progressive in Q4 2017 and has held it in 4 quarters since.
Institute for Wealth Management's Progressive position peaked at $1.19M in Q4 2017.
1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.