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Lakeridge Wealth Management’s Progressive PGR Stock Holding History

Lakeridge 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 		$650K Sell
2,977
-69
-2% -$13.9K 0.24% 84
2026
Q1 		$604K Buy
3,046
+210
+7% +$43.3K 0.26% 84
2025
Q4 		$646K Sell
2,836
-18
-0.6% -$4.07K 0.29% 71
2025
Q3 		$705K Buy
2,854
+5
+0.2% +$1.23K 0.31% 62
2025
Q2 		$760K Sell
2,849
-54
-2% -$14.8K 0.35% 47
2025
Q1 		$822K Buy
2,903
+69
+2% +$18K 0.41% 44
2024
Q4 		$679K Buy
2,834
+104
+4% +$26.2K 0.35% 53
2024
Q3 		$693K Sell
2,730
-68
-2% -$15.8K 0.38% 48
2024
Q2 		$581K Buy
2,798
+834
+42% +$175K 0.35% 58
2024
Q1 		$406K Buy
1,964
+13
+0.7% +$2.41K 0.26% 74
2023
Q4 		$311K Buy
+1,951
New +$305K 0.22% 88

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

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

Lakeridge Wealth Management reduced its Progressive (PGR) stake by 2.3% in Q2 2026, selling an estimated $13.9K and leaving 2,977 shares worth $650K. The position accounts for 0.24% of the portfolio, ranked #84.

Lakeridge Wealth Management first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $822K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Lakeridge Wealth Management held 2,977 shares of Progressive worth $650K as of Q2 2026.
  • Lakeridge Wealth Management sold 69 Progressive shares in Q2 2026, an estimated $13.9K.
  • Progressive made up 0.24% of Lakeridge Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Lakeridge Wealth Management first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Progressive position peaked at $822K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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