MBE Wealth Management
PGR icon

MBE Wealth Management’s Progressive PGR Stock Holding History

MBE 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
Q3 		$343K Sell
1,654
-32
-2% -$6.91K 0.12% 118
2026
Q2 		$368K Buy
1,686
+3
+0.2% +$605 0.13% 104
2026
Q1 		$334K Buy
1,683
+84
+5% +$17.3K 0.14% 100
2025
Q4 		$364K Buy
1,599
+137
+9% +$30.9K 0.15% 85
2025
Q3 		$361K Sell
1,462
-222
-13% -$54.7K 0.16% 83
2025
Q2 		$449K Buy
1,684
+149
+10% +$40.8K 0.2% 68
2025
Q1 		$434K Buy
+1,535
New +$401K 0.21% 63

Other funds holding PGR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MBE Wealth Management's PGR Position: Q3 2026 in Review

MBE Wealth Management reduced its Progressive (PGR) stake by 1.9% in Q3 2026, selling an estimated $6.91K and leaving 1,654 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #118.

MBE Wealth Management first reported a position in PGR in Q1 2025 and has held it in 7 quarters since. The position peaked at $449K in Q2 2025. 1,538 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • MBE Wealth Management held 1,654 shares of Progressive worth $343K as of Q3 2026.
  • MBE Wealth Management sold 32 Progressive shares in Q3 2026, an estimated $6.91K.
  • Progressive made up 0.12% of MBE Wealth Management's portfolio in Q3 2026, its #118 holding.
  • MBE Wealth Management first reported a position in Progressive in Q1 2025 and has held it in 7 quarters since.
  • MBE Wealth Management's Progressive position peaked at $449K in Q2 2025.
  • 1,538 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.