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Joel Isaacson & Co’s Progressive PGR Stock Holding History

Joel Isaacson & Co’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 		$270K Buy
1,238
+38
+3% +$7.66K 0.01% 398
2026
Q1 		$238K Sell
1,200
-195
-14% -$40.2K 0.01% 404
2025
Q4 		$318K Buy
1,395
+345
+33% +$77.9K 0.01% 349
2025
Q3 		$259K Sell
1,050
-106
-9% -$26.1K 0.01% 384
2025
Q2 		$308K Buy
+1,156
New +$317K 0.01% 328
2014
Q3 		– Sell
-101
Closed -$3K – 618
2014
Q2 		$3K Hold
101
– – ﹤0.01% 532
2014
Q1 		$2K Buy
+101
New +$2.45K ﹤0.01% 539

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Joel Isaacson & Co's PGR Position: Q2 2026 in Review

Joel Isaacson & Co increased its Progressive (PGR) stake by 3.2% in Q2 2026, buying an estimated $7.66K and bringing the position to 1,238 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #398.

Joel Isaacson & Co first reported a position in PGR in Q1 2014 and has held it in 7 quarters since. The position peaked at $318K in Q4 2025. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Joel Isaacson & Co held 1,238 shares of Progressive worth $270K as of Q2 2026.
  • Joel Isaacson & Co bought 38 Progressive shares in Q2 2026, an estimated $7.66K.
  • Progressive made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #398 holding.
  • Joel Isaacson & Co first reported a position in Progressive in Q1 2014 and has held it in 7 quarters since.
  • Joel Isaacson & Co's Progressive position peaked at $318K in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.