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Legacy Private Trust’s Progressive PGR Stock Holding History

Legacy Private Trust’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 		$2.44M Buy
11,189
+2,597
+30% +$523K 0.14% 113
2026
Q1 		$1.7M Buy
8,592
+3,454
+67% +$713K 0.1% 128
2025
Q4 		$1.17M Sell
5,138
-127
-2% -$28.7K 0.07% 150
2025
Q3 		$1.3M Sell
5,265
-164
-3% -$40.4K 0.08% 139
2025
Q2 		$1.45M Buy
5,429
+1,146
+27% +$314K 0.09% 136
2025
Q1 		$1.21M Buy
+4,283
New +$1.12M 0.08% 146

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 Private Trust's PGR Position: Q2 2026 in Review

Legacy Private Trust increased its Progressive (PGR) stake by 30% in Q2 2026, buying an estimated $523K and bringing the position to 11,189 shares worth $2.44M. The position accounts for 0.14% of the portfolio, ranked #113.

Legacy Private Trust first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Legacy Private Trust held 11,189 shares of Progressive worth $2.44M as of Q2 2026.
  • Legacy Private Trust bought 2,597 Progressive shares in Q2 2026, an estimated $523K.
  • Progressive made up 0.14% of Legacy Private Trust's portfolio in Q2 2026, its #113 holding.
  • Legacy Private Trust first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.