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Mascoma Wealth Management’s Progressive PGR Stock Holding History

Mascoma Wealth Management’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 		$67.9K Hold
311
– – 0.01% 164
2026
Q1 		$61.7K Sell
311
-121
-28% -$25K 0.01% 170
2025
Q4 		$98.4K Buy
432
+7
+2% +$1.58K 0.02% 132
2025
Q3 		$105K Hold
425
– – 0.02% 134
2025
Q2 		$113K Hold
425
– – 0.03% 119
2025
Q1 		$120K Buy
425
+363
+585% +$94.9K 0.03% 120
2024
Q4 		$14.9K Buy
62
+15
+32% +$3.78K ﹤0.01% 306
2024
Q3 		$11.9K Hold
47
– – ﹤0.01% 310
2024
Q2 		$9.76K Hold
47
– – ﹤0.01% 337
2024
Q1 		$9.72K Hold
47
– – ﹤0.01% 315
2023
Q4 		$7.49K Hold
47
– – ﹤0.01% 347
2023
Q3 		$6.55K Buy
+47
New +$6.18K ﹤0.01% 366
2023
Q2 		– Sell
-37
Closed -$5.05K – 560
2023
Q1 		$5.05K Hold
37
– – ﹤0.01% 481
2022
Q4 		$4.8K Sell
37
-391
-91% -$49.5K ﹤0.01% 495
2022
Q3 		$50K Sell
428
-14
-3% -$1.69K 0.02% 226
2022
Q2 		$51K Sell
442
-8
-2% -$907 0.02% 236
2022
Q1 		$51K Buy
450
+250
+125% +$27K 0.02% 256
2021
Q4 		$21K Buy
200
+199
+19,900% +$19K 0.01% 328
2021
Q3 		$0 Buy
+1
New +$95 ﹤0.01% 465
2021
Q2 		– Sell
-1
Closed – – 353
2021
Q1 		$0 Buy
+1
New +$91 ﹤0.01% 461

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

Mascoma Wealth Management's PGR Position: Q2 2026 in Review

Mascoma Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 311 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #164.

Mascoma Wealth Management first reported a position in PGR in Q1 2021 and has held it in 20 quarters since. The position peaked at $120K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Mascoma Wealth Management held 311 shares of Progressive worth $67.9K as of Q2 2026.
  • Mascoma Wealth Management left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Mascoma Wealth Management first reported a position in Progressive in Q1 2021 and has held it in 20 quarters since.
  • Mascoma Wealth Management's Progressive position peaked at $120K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.