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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
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

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MBE Wealth Management increased its Progressive (PGR) stake by 0.18% in Q2 2026, buying an estimated $605 and bringing the position to 1,686 shares worth $368K. The position accounts for 0.13% of the portfolio, ranked #104.

MBE Wealth Management first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q2 2025. 707 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • MBE Wealth Management held 1,686 shares of Progressive worth $368K as of Q2 2026.
  • MBE Wealth Management bought 3 Progressive shares in Q2 2026, an estimated $605.
  • Progressive made up 0.13% of MBE Wealth Management's portfolio in Q2 2026, its #104 holding.
  • MBE Wealth Management first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • MBE Wealth Management's Progressive position peaked at $449K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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