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J. Safra Asset Management’s Progressive PGR Stock Holding History

J. Safra Asset 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 		$26.4K Sell
121
-194
-62% -$39.1K ﹤0.01% 303
2026
Q1 		$62.4K Sell
315
-237
-43% -$48.9K ﹤0.01% 252
2025
Q4 		$126K Sell
552
-3,374
-86% -$762K 0.01% 235
2025
Q3 		$970K Buy
3,926
+1,269
+48% +$313K 0.06% 70
2025
Q2 		$709K Buy
2,657
+2,350
+765% +$644K 0.05% 78
2025
Q1 		$86.9K Sell
307
-137
-31% -$35.8K 0.01% 169
2024
Q4 		$106K Buy
444
+137
+45% +$34.5K 0.01% 162
2024
Q3 		$77.1K Hold
307
– – 0.01% 132
2024
Q2 		$63.8K Buy
+307
New +$64.3K 0.01% 124
2022
Q2 		– Sell
-1,000
Closed -$124K – 80
2022
Q1 		$124K Buy
+1,000
New +$108K 0.02% 52

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

J. Safra Asset Management's PGR Position: Q2 2026 in Review

J. Safra Asset Management reduced its Progressive (PGR) stake by 62% in Q2 2026, selling an estimated $39.1K and leaving 121 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

J. Safra Asset Management first reported a position in PGR in Q1 2022 and has held it in 10 quarters since. The position peaked at $970K in Q3 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • J. Safra Asset Management held 121 shares of Progressive worth $26.4K as of Q2 2026.
  • J. Safra Asset Management sold 194 Progressive shares in Q2 2026, an estimated $39.1K.
  • Progressive made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #303 holding.
  • J. Safra Asset Management first reported a position in Progressive in Q1 2022 and has held it in 10 quarters since.
  • J. Safra Asset Management's Progressive position peaked at $970K in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.