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Marble Wealth’s Progressive PGR Stock Holding History

Marble Wealth’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 		$254K Sell
1,162
-13
-1% -$2.62K 0.04% 210
2026
Q1 		$233K Sell
1,175
-831
-41% -$172K 0.04% 201
2025
Q4 		$457K Buy
+2,006
New +$453K 0.06% 178

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

Marble Wealth's PGR Position: Q2 2026 in Review

Marble Wealth reduced its Progressive (PGR) stake by 1.1% in Q2 2026, selling an estimated $2.62K and leaving 1,162 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #210.

Marble Wealth first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q4 2025. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Marble Wealth held 1,162 shares of Progressive worth $254K as of Q2 2026.
  • Marble Wealth sold 13 Progressive shares in Q2 2026, an estimated $2.62K.
  • Progressive made up 0.04% of Marble Wealth's portfolio in Q2 2026, its #210 holding.
  • Marble Wealth first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Progressive position peaked at $457K in Q4 2025.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.