IronOak Wealth’s Progressive PGR Stock Holding History

IronOak Wealth’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
2025 Q2	$1.99M	Buy	+7,439	New	+$2.04M	1.93%	20

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IronOak Wealth's PGR Position: Q2 2025 in Review

IronOak Wealth opened a new position in Progressive (PGR) in Q2 2025: 7,439 shares worth $1.99M. The stake represents 1.93% of the portfolio and ranks #20 among its holdings.

1,908 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

IronOak Wealth held 7,439 shares of Progressive worth $1.99M as of Q2 2025.
Progressive was a new IronOak Wealth position in Q2 2025.
Progressive made up 1.93% of IronOak Wealth's portfolio in Q2 2025, its #20 holding.
1,908 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.