JWM
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JPL Wealth Management’s Progressive PGR Stock Holding History

JPL 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 		$71.2K Sell
326
-24
-7% -$4.84K 0.01% 212
2026
Q1 		$69.4K Buy
+350
New +$72.2K 0.02% 196
2025
Q4 		– Sell
-313
Closed -$77.3K – 839
2025
Q3 		$77.3K Buy
+313
New +$77.2K 0.02% 197

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

JPL Wealth Management's PGR Position: Q2 2026 in Review

JPL Wealth Management reduced its Progressive (PGR) stake by 6.9% in Q2 2026, selling an estimated $4.84K and leaving 326 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #212.

JPL Wealth Management first reported a position in PGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $77.3K in Q3 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • JPL Wealth Management held 326 shares of Progressive worth $71.2K as of Q2 2026.
  • JPL Wealth Management sold 24 Progressive shares in Q2 2026, an estimated $4.84K.
  • Progressive made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #212 holding.
  • JPL Wealth Management first reported a position in Progressive in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Progressive position peaked at $77.3K in Q3 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.