Jones Financial Companies
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Jones Financial Companies’s Progressive PGR Stock Holding History

Jones Financial Companies’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 		$165M Buy
734,298
+6,123
+0.8% +$1.23M 0.07% 155
2026
Q1 		$145M Buy
728,175
+691,037
+1,861% +$143M 0.07% 147
2025
Q4 		$8.46M Buy
37,138
+1,465
+4% +$331K 0.01% 493
2025
Q3 		$8.69M Buy
35,673
+1,061
+3% +$262K 0.01% 434
2025
Q2 		$9.14M Buy
34,612
+7,052
+26% +$1.93M 0.01% 372
2025
Q1 		$7.69M Buy
27,560
+5,066
+23% +$1.33M 0.01% 352
2024
Q4 		$5.39M Buy
22,494
+7,032
+45% +$1.77M 0.01% 350
2024
Q3 		$3.89M Buy
15,462
+6,524
+73% +$1.52M ﹤0.01% 327
2024
Q2 		$1.86M Buy
8,938
+7,755
+656% +$1.62M ﹤0.01% 326
2024
Q1 		$245K Buy
1,183
+45
+4% +$8.35K ﹤0.01% 432
2023
Q4 		$181K Sell
1,138
-114
-9% -$17.8K ﹤0.01% 338
2023
Q3 		$174K Buy
1,252
+42
+3% +$5.53K ﹤0.01% 274
2023
Q2 		$160K Sell
1,210
-134
-10% -$18K ﹤0.01% 277
2023
Q1 		$192K Sell
1,344
-42
-3% -$5.79K ﹤0.01% 269
2022
Q4 		$180K Buy
1,386
+42
+3% +$5.32K ﹤0.01% 262
2022
Q3 		$156K Sell
1,344
-95
-7% -$11.4K ﹤0.01% 263
2022
Q2 		$167K Sell
1,439
-6
-0.4% -$680 ﹤0.01% 250
2022
Q1 		$165K Sell
1,445
-732
-34% -$79.2K ﹤0.01% 267
2021
Q4 		$223K Sell
2,177
-580
-21% -$55.4K ﹤0.01% 238
2021
Q3 		$249K Sell
2,757
-70
-2% -$6.67K ﹤0.01% 213
2021
Q2 		$278K Sell
2,827
-70
-2% -$6.92K ﹤0.01% 201
2021
Q1 		$277K Sell
2,897
-75
-3% -$6.82K ﹤0.01% 203
2020
Q4 		$294K Buy
2,972
+217
+8% +$20.5K ﹤0.01% 195
2020
Q3 		$261K Buy
+2,755
New +$248K ﹤0.01% 186

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

Jones Financial Companies's PGR Position: Q2 2026 in Review

Jones Financial Companies increased its Progressive (PGR) stake by 0.84% in Q2 2026, buying an estimated $1.23M and bringing the position to 734,298 shares worth $165M. The position accounts for 0.07% of the portfolio, ranked #155.

Jones Financial Companies first reported a position in PGR in Q3 2020 and has held it in 24 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Jones Financial Companies held 734,298 shares of Progressive worth $165M as of Q2 2026.
  • Jones Financial Companies bought 6,123 Progressive shares in Q2 2026, an estimated $1.23M.
  • Progressive made up 0.07% of Jones Financial Companies's portfolio in Q2 2026, its #155 holding.
  • Jones Financial Companies first reported a position in Progressive in Q3 2020 and has held it in 24 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.