LBWM
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Left Brain Wealth Management’s Progressive PGR Stock Holding History

Left Brain 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 		– Sell
-15,635
Closed -$3.1M – 111
2026
Q1 		$3.1M Buy
15,635
+3,006
+24% +$620K 1.22% 32
2025
Q4 		$2.88M Buy
12,629
+262
+2% +$59.2K 0.99% 35
2025
Q3 		$3.05M Buy
12,367
+168
+1% +$41.4K 0.96% 34
2025
Q2 		$3.26M Buy
12,199
+372
+3% +$102K 1.15% 29
2025
Q1 		$3.35M Sell
11,827
-257
-2% -$67.2K 1.46% 28
2024
Q4 		$2.9M Sell
12,084
-262
-2% -$66K 1.09% 33
2024
Q3 		$3.13M Buy
12,346
+425
+4% +$98.8K 1.46% 27
2024
Q2 		$2.48M Buy
11,921
+492
+4% +$103K 1.16% 31
2024
Q1 		$2.36M Sell
11,429
-363
-3% -$67.4K 1.14% 32
2023
Q4 		$1.88M Sell
11,792
-73
-0.6% -$11.4K 1.09% 37
2023
Q3 		$1.65M Sell
11,865
-1,056
-8% -$139K 1.03% 35
2023
Q2 		$1.71M Sell
12,921
-21,804
-63% -$2.92M 1.04% 34
2023
Q1 		$4.74M Sell
34,725
-91
-0.3% -$12.5K 3.22% 9
2022
Q4 		$4.52M Buy
+34,816
New +$4.41M 3.38% 9

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

Left Brain Wealth Management's PGR Position: Q2 2026 in Review

Left Brain Wealth Management sold out of Progressive (PGR) in Q2 2026, closing a stake of 15,635 shares — an estimated $3.1M sold.

Left Brain Wealth Management first reported a position in PGR in Q4 2022 and held it in 14 quarters. The position peaked at $4.74M in Q1 2023. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Left Brain Wealth Management reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Left Brain Wealth Management sold 15,635 Progressive shares in Q2 2026, an estimated $3.1M.
  • Left Brain Wealth Management first reported a position in Progressive in Q4 2022 and held it in 14 quarters.
  • Left Brain Wealth Management's Progressive position peaked at $4.74M in Q1 2023.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.