MPWT
PGR icon

MassMutual Private Wealth & Trust’s Progressive PGR Stock Holding History

MassMutual Private Wealth & 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 		$438K Sell
2,005
-268
-12% -$54K 0.01% 326
2026
Q1 		$451K Buy
2,273
+64
+3% +$13.2K 0.01% 320
2025
Q4 		$503K Sell
2,209
-155
-7% -$35K 0.01% 305
2025
Q3 		$584K Sell
2,364
-159
-6% -$39.2K 0.01% 299
2025
Q2 		$673K Buy
2,523
+54
+2% +$14.8K 0.02% 290
2025
Q1 		$699K Buy
2,469
+540
+28% +$141K 0.02% 287
2024
Q4 		$462K Sell
1,929
-91
-5% -$22.9K 0.01% 331
2024
Q3 		$513K Sell
2,020
-26
-1% -$6.04K 0.01% 303
2024
Q2 		$425K Buy
2,046
+281
+16% +$58.8K 0.01% 317
2024
Q1 		$365K Buy
1,765
+73
+4% +$13.5K 0.01% 319
2023
Q4 		$270K Buy
1,692
+171
+11% +$26.8K 0.01% 347
2023
Q3 		$212K Buy
1,521
+142
+10% +$18.7K 0.01% 363
2023
Q2 		$183K Buy
1,379
+301
+28% +$40.4K 0.01% 362
2023
Q1 		$154K Buy
1,078
+317
+42% +$43.7K 0.01% 375
2022
Q4 		$99K Buy
761
+65
+9% +$8.24K ﹤0.01% 409
2022
Q3 		$81K Buy
696
+131
+23% +$15.8K ﹤0.01% 417
2022
Q2 		$66K Buy
565
+51
+10% +$5.78K ﹤0.01% 431
2022
Q1 		$59K Sell
514
-66
-11% -$7.14K ﹤0.01% 445
2021
Q4 		$60K Sell
580
-105
-15% -$10K ﹤0.01% 466
2021
Q3 		$62K Buy
685
+126
+23% +$12K ﹤0.01% 454
2021
Q2 		$55K Buy
559
+161
+40% +$15.9K ﹤0.01% 462
2021
Q1 		$38K Buy
398
+218
+121% +$19.8K ﹤0.01% 464
2020
Q4 		$18K Sell
180
-22
-11% -$2.08K ﹤0.01% 535
2020
Q3 		$19K Sell
202
-1
-0.5% -$90 ﹤0.01% 506
2020
Q2 		$16K Buy
203
+78
+62% +$6.09K ﹤0.01% 500
2020
Q1 		$9K Hold
125
– – ﹤0.01% 530
2019
Q4 		$9K Buy
125
+78
+166% +$5.62K ﹤0.01% 640
2019
Q3 		$4K Buy
+47
New +$3.7K ﹤0.01% 710
2018
Q3 		– Sell
-119
Closed -$7.04K – 1079
2018
Q2 		$7.04K Buy
119
+29
+32% +$1.77K ﹤0.01% 664
2018
Q1 		$5.48K Buy
+90
New +$5.14K ﹤0.01% 693
2016
Q2 		– Sell
-109
Closed -$3.61K – 893
2016
Q1 		$3.83K Buy
+109
New +$3.48K ﹤0.01% 663

Other funds holding PGR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

MassMutual Private Wealth & Trust's PGR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Progressive (PGR) stake by 12% in Q2 2026, selling an estimated $54K and leaving 2,005 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #326.

MassMutual Private Wealth & Trust first reported a position in PGR in Q1 2016 and has held it in 31 quarters since. The position peaked at $699K in Q1 2025. 803 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,005 shares of Progressive worth $438K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 268 Progressive shares in Q2 2026, an estimated $54K.
  • Progressive made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #326 holding.
  • MassMutual Private Wealth & Trust first reported a position in Progressive in Q1 2016 and has held it in 31 quarters since.
  • MassMutual Private Wealth & Trust's Progressive position peaked at $699K in Q1 2025.
  • 803 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.