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Legacy Trust’s Progressive PGR Stock Holding History

Legacy 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 		$204K Buy
+933
New +$188K 0.04% 205
2026
Q1 		– Sell
-893
Closed -$203K – 207
2025
Q4 		$203K Buy
+893
New +$202K 0.04% 188
2025
Q2 		– Sell
-733
Closed -$207K – 153
2025
Q1 		$207K Buy
+733
New +$192K 0.05% 154
2024
Q4 		– Sell
-808
Closed -$205K – 163
2024
Q3 		$205K Buy
+808
New +$188K 0.05% 157

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 Trust's PGR Position: Q2 2026 in Review

Legacy Trust opened a new position in Progressive (PGR) in Q2 2026: 933 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings. This is a return to the name: Legacy Trust previously reported a position in PGR as recently as Q4 2025.

Legacy Trust first reported a position in PGR in Q3 2024 and has held it in 4 quarters since. The position peaked at $207K in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Legacy Trust held 933 shares of Progressive worth $204K as of Q2 2026.
  • Progressive was a new Legacy Trust position in Q2 2026.
  • Progressive made up 0.04% of Legacy Trust's portfolio in Q2 2026, its #205 holding.
  • Legacy Trust first reported a position in Progressive in Q3 2024 and has held it in 4 quarters since.
  • Legacy Trust's Progressive position peaked at $207K in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.