LMFP
PGR icon

Larry Mathis Financial Planning’s Progressive PGR Stock Holding History

Larry Mathis Financial Planning’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 		$579K Buy
2,652
+524
+25% +$106K 0.44% 59
2026
Q1 		$422K Sell
2,128
-69
-3% -$14.2K 0.38% 66
2025
Q4 		$500K Buy
+2,197
New +$496K 0.44% 63

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

Larry Mathis Financial Planning's PGR Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Progressive (PGR) stake by 25% in Q2 2026, buying an estimated $106K and bringing the position to 2,652 shares worth $579K. The position accounts for 0.44% of the portfolio, ranked #59.

Larry Mathis Financial Planning first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. 1,811 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Larry Mathis Financial Planning held 2,652 shares of Progressive worth $579K as of Q2 2026.
  • Larry Mathis Financial Planning bought 524 Progressive shares in Q2 2026, an estimated $106K.
  • Progressive made up 0.44% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #59 holding.
  • Larry Mathis Financial Planning first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • 1,811 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.