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Madison Wealth Partners’s Progressive PGR Stock Holding History

Madison 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 		$269K Buy
1,234
+25
+2% +$5.04K 0.03% 230
2026
Q1 		$240K Sell
1,209
-103
-8% -$21.3K 0.04% 188
2025
Q4 		$299K Buy
+1,312
New +$296K 0.05% 148
2025
Q3 		– Sell
-798
Closed -$213K – 189
2025
Q2 		$213K Hold
798
– – 0.05% 159
2025
Q1 		$226K Buy
+798
New +$209K 0.06% 141

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 $3.38T AUM 44.17% 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

Madison Wealth Partners's PGR Position: Q2 2026 in Review

Madison Wealth Partners increased its Progressive (PGR) stake by 2.1% in Q2 2026, buying an estimated $5.04K and bringing the position to 1,234 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #230.

Madison Wealth Partners first reported a position in PGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $299K in Q4 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Madison Wealth Partners held 1,234 shares of Progressive worth $269K as of Q2 2026.
  • Madison Wealth Partners bought 25 Progressive shares in Q2 2026, an estimated $5.04K.
  • Progressive made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Madison Wealth Partners first reported a position in Progressive in Q1 2025 and has held it in 5 quarters since.
  • Madison Wealth Partners's Progressive position peaked at $299K in Q4 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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