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MBM Wealth Consultants’s Progressive PGR Stock Holding History

MBM Wealth Consultants’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 		$1.63M Sell
7,440
-64
-0.9% -$12.9K 0.31% 47
2026
Q1 		$1.49M Buy
7,504
+598
+9% +$123K 0.34% 45
2025
Q4 		$1.57M Buy
6,906
+632
+10% +$143K 0.37% 45
2025
Q3 		$1.55M Buy
6,274
+962
+18% +$237K 0.38% 41
2025
Q2 		$1.42M Sell
5,312
-766
-13% -$210K 0.38% 39
2025
Q1 		$1.72M Buy
6,078
+17
+0.3% +$4.45K 0.51% 29
2024
Q4 		$1.46M Buy
6,061
+188
+3% +$47.3K 0.43% 34
2024
Q3 		$1.49M Buy
5,873
+390
+7% +$90.7K 0.47% 33
2024
Q2 		$1.15M Sell
5,483
-86
-2% -$18K 0.39% 44
2024
Q1 		$1.15M Sell
5,569
-413
-7% -$76.6K 0.41% 39
2023
Q4 		$1.06M Buy
5,982
+4,132
+223% +$647K 0.4% 37
2023
Q3 		$287K Buy
1,850
+136
+8% +$17.9K 0.12% 79
2023
Q2 		$226K Buy
1,714
+440
+35% +$59K 0.1% 96
2023
Q1 		$256K Hold
1,274
– – 0.1% 81
2022
Q4 		$166K Buy
1,274
+204
+19% +$25.9K 0.08% 95
2022
Q3 		$129K Buy
1,070
+224
+26% +$27K 0.06% 95
2022
Q2 		$98K Buy
846
+21
+3% +$2.38K 0.05% 106
2022
Q1 		$94K Buy
825
+180
+28% +$19.5K 0.04% 130
2021
Q4 		$66K Buy
645
+213
+49% +$20.3K 0.03% 142
2021
Q3 		$39K Buy
432
+74
+21% +$7.05K 0.02% 159
2021
Q2 		$35K Hold
358
– – 0.02% 157
2021
Q1 		$34K Buy
358
+235
+191% +$21.4K 0.02% 157
2020
Q4 		$12K Hold
123
– – 0.01% 183
2020
Q3 		$12K Hold
123
– – 0.01% 172
2020
Q2 		$10K Hold
123
– – 0.01% 173
2020
Q1 		$9K Hold
123
– – 0.01% 162
2019
Q4 		$9K Hold
123
– – 0.01% 176
2019
Q3 		$10K Hold
123
– – 0.01% 167
2019
Q2 		$10K Hold
123
– – 0.01% 170
2019
Q1 		$9K Hold
123
– – 0.01% 173
2018
Q4 		$7K Buy
+123
New +$8.18K 0.01% 193

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

MBM Wealth Consultants's PGR Position: Q2 2026 in Review

MBM Wealth Consultants reduced its Progressive (PGR) stake by 0.85% in Q2 2026, selling an estimated $12.9K and leaving 7,440 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #47.

MBM Wealth Consultants first reported a position in PGR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.72M in Q1 2025. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • MBM Wealth Consultants held 7,440 shares of Progressive worth $1.63M as of Q2 2026.
  • MBM Wealth Consultants sold 64 Progressive shares in Q2 2026, an estimated $12.9K.
  • Progressive made up 0.31% of MBM Wealth Consultants's portfolio in Q2 2026, its #47 holding.
  • MBM Wealth Consultants first reported a position in Progressive in Q4 2018 and has held it in 31 quarters since.
  • MBM Wealth Consultants's Progressive position peaked at $1.72M in Q1 2025.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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