Lake Street Private Wealth’s Progressive PGR Stock Holding History

Lake Street Private 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
2026 Q2	$220K	Buy	+1,007	New	+$203K	0.03%	261
2026 Q1	–	Sell	-1,006	Closed	-$229K	–	293
2025 Q4	$229K	Buy	1,006 +37	+4%	+$8.36K	0.03%	252
2025 Q3	$239K	Hold	969	–	–	0.03%	245
2025 Q2	$259K	Sell	969 -41	-4%	-$11.2K	0.04%	224
2025 Q1	$286K	Sell	1,010 -18	-2%	-$4.71K	0.05%	203
2024 Q4	$246K	Hold	1,028	–	–	0.04%	213
2024 Q3	$261K	Sell	1,028 -154	-13%	-$35.8K	0.04%	217
2024 Q2	$246K	Sell	1,182 -202	-15%	-$42.3K	0.03%	284
2024 Q1	$286K	Sell	1,384 -39	-3%	-$7.24K	0.04%	265
2023 Q4	$227K	Sell	1,423 -122	-8%	-$19.1K	0.04%	280
2023 Q3	$217K	Sell	1,545 -173	-10%	-$22.8K	0.04%	254
2023 Q2	$227K	Buy	1,718 +9	+0.5%	+$1.21K	0.04%	257
2023 Q1	$244K	Sell	1,709 -132	-7%	-$18.2K	0.05%	248
2022 Q4	$239K	Buy	1,841 +32	+2%	+$4.05K	0.05%	240
2022 Q3	$210K	Buy	+1,809	New	+$218K	0.05%	256

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Lake Street Private Wealth's PGR Position: Q2 2026 in Review

Lake Street Private Wealth opened a new position in Progressive (PGR) in Q2 2026: 1,007 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings. This is a return to the name: Lake Street Private Wealth previously reported a position in PGR as recently as Q4 2025.

Lake Street Private Wealth first reported a position in PGR in Q3 2022 and has held it in 15 quarters since. The position peaked at $286K in Q1 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Lake Street Private Wealth held 1,007 shares of Progressive worth $220K as of Q2 2026.
Progressive was a new Lake Street Private Wealth position in Q2 2026.
Progressive made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #261 holding.
Lake Street Private Wealth first reported a position in Progressive in Q3 2022 and has held it in 15 quarters since.
Lake Street Private Wealth's Progressive position peaked at $286K in Q1 2024.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.