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Legacy Capital Wealth Partners’s Progressive PGR Stock Holding History

Legacy Capital Wealth Partners’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 		$745K Buy
3,409
+176
+5% +$35.5K 0.14% 144
2026
Q1 		$641K Buy
3,233
+395
+14% +$81.5K 0.13% 167
2025
Q4 		$646K Buy
2,838
+321
+13% +$72.5K 0.14% 157
2025
Q3 		$621K Buy
2,517
+232
+10% +$57.2K 0.14% 163
2025
Q2 		$610K Buy
2,285
+91
+4% +$24.9K 0.14% 157
2025
Q1 		$621K Buy
2,194
+202
+10% +$52.8K 0.15% 144
2024
Q4 		$477K Buy
1,992
+507
+34% +$128K 0.12% 190
2024
Q3 		$377K Sell
1,485
-526
-26% -$122K 0.08% 244
2024
Q2 		$418K Buy
+2,011
New +$421K 0.11% 184
2024
Q1 		– Sell
-1,670
Closed -$266K – 275
2023
Q4 		$266K Sell
1,670
-39
-2% -$6.11K 0.08% 236
2023
Q3 		$238K Buy
+1,709
New +$225K 0.07% 243
2023
Q2 		– Sell
-1,484
Closed -$212K – 178
2023
Q1 		$212K Buy
+1,484
New +$205K 0.06% 235

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

Legacy Capital Wealth Partners's PGR Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Progressive (PGR) stake by 5.4% in Q2 2026, buying an estimated $35.5K and bringing the position to 3,409 shares worth $745K. The position accounts for 0.14% of the portfolio, ranked #144.

Legacy Capital Wealth Partners first reported a position in PGR in Q1 2023 and has held it in 12 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Legacy Capital Wealth Partners held 3,409 shares of Progressive worth $745K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 176 Progressive shares in Q2 2026, an estimated $35.5K.
  • Progressive made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Legacy Capital Wealth Partners first reported a position in Progressive in Q1 2023 and has held it in 12 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.