McKinley Carter Wealth Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.48M | Buy |
6,776
+7
| +0.1% | +$1.41K | 0.08% | 149 |
|
|
2026
Q1 | $1.34M | Buy |
6,769
+412
| +6% | +$85K | 0.08% | 149 |
|
|
2025
Q4 | $1.45M | Buy |
6,357
+22
| +0.3% | +$4.97K | 0.08% | 146 |
|
|
2025
Q3 | $1.56M | Sell |
6,335
-10
| -0.2% | -$2.46K | 0.08% | 137 |
|
|
2025
Q2 | $1.69M | Sell |
6,345
-582
| -8% | -$160K | 0.09% | 125 |
|
|
2025
Q1 | $1.96M | Buy |
6,927
+125
| +2% | +$32.7K | 0.12% | 112 |
|
|
2024
Q4 | $1.63M | Sell |
6,802
-16
| -0.2% | -$4.03K | 0.1% | 126 |
|
|
2024
Q3 | $1.73M | Buy |
6,818
+5
| +0.1% | +$1.16K | 0.1% | 126 |
|
|
2024
Q2 | $1.42M | Buy |
6,813
+62
| +0.9% | +$13K | 0.09% | 140 |
|
|
2024
Q1 | $1.4M | Sell |
6,751
-368
| -5% | -$68.3K | 0.09% | 141 |
|
|
2023
Q4 | $1.13M | Buy |
7,119
+1,079
| +18% | +$169K | 0.08% | 142 |
|
|
2023
Q3 | $841K | Sell |
6,040
-460
| -7% | -$60.5K | 0.07% | 157 |
|
|
2023
Q2 | $860K | Buy |
6,500
+4
| +0.1% | +$536 | 0.06% | 159 |
|
|
2023
Q1 | $929K | Buy |
6,496
+659
| +11% | +$90.9K | 0.07% | 150 |
|
|
2022
Q4 | $757K | Sell |
5,837
-90
| -2% | -$11.4K | 0.06% | 161 |
|
|
2022
Q3 | $689K | Buy |
5,927
+99
| +2% | +$11.9K | 0.06% | 156 |
|
|
2022
Q2 | $678K | Buy |
5,828
+4
| +0.1% | +$454 | 0.06% | 167 |
|
|
2022
Q1 | $664K | Buy |
5,824
+5
| +0.1% | +$541 | 0.05% | 177 |
|
|
2021
Q4 | $597K | Sell |
5,819
-20
| -0.3% | -$1.91K | 0.04% | 176 |
|
|
2021
Q3 | $528K | Buy |
5,839
+5
| +0.1% | +$477 | 0.04% | 177 |
|
|
2021
Q2 | $573K | Sell |
5,834
-20
| -0.3% | -$1.98K | 0.05% | 171 |
|
|
2021
Q1 | $559K | Buy |
5,854
+733
| +14% | +$66.6K | 0.05% | 176 |
|
|
2020
Q4 | $507K | Buy |
5,121
+103
| +2% | +$9.74K | 0.07% | 160 |
|
|
2020
Q3 | $475K | Buy |
5,018
+6
| +0.1% | +$539 | 0.11% | 99 |
|
|
2020
Q2 | $402K | Buy |
5,012
+6
| +0.1% | +$468 | 0.1% | 104 |
|
|
2020
Q1 | $370K | Buy |
5,006
+136
| +3% | +$10.5K | 0.11% | 105 |
|
|
2019
Q4 | $353K | Buy |
4,870
+13
| +0.3% | +$937 | 0.08% | 128 |
|
|
2019
Q3 | $375K | Buy |
4,857
+6
| +0.1% | +$472 | 0.1% | 126 |
|
|
2019
Q2 | $388K | Buy |
4,851
+318
| +7% | +$24.6K | 0.1% | 118 |
|
|
2019
Q1 | $327K | Sell |
4,533
-177
| -4% | -$12.1K | 0.09% | 125 |
|
|
2018
Q4 | $284K | Hold |
4,710
| – | – | 0.09% | 129 |
|
|
2018
Q3 | $335K | Hold |
4,710
| – | – | 0.1% | 127 |
|
|
2018
Q2 | $279K | Buy |
4,710
+4,370
| +1,285% | +$268K | 0.09% | 138 |
|
|
2018
Q1 | $21K | Buy |
+340
| New | +$19.4K | 0.01% | 323 |
|
Other funds holding PGR
McKinley Carter Wealth Services's PGR Position: Q2 2026 in Review
McKinley Carter Wealth Services increased its Progressive (PGR) stake by 0.1% in Q2 2026, buying an estimated $1.41K and bringing the position to 6,776 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #149.
McKinley Carter Wealth Services first reported a position in PGR in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.96M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.
- McKinley Carter Wealth Services held 6,776 shares of Progressive worth $1.48M as of Q2 2026.
- McKinley Carter Wealth Services bought 7 Progressive shares in Q2 2026, an estimated $1.41K.
- Progressive made up 0.08% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #149 holding.
- McKinley Carter Wealth Services first reported a position in Progressive in Q1 2018 and has held it in 34 quarters since.
- McKinley Carter Wealth Services's Progressive position peaked at $1.96M in Q1 2025.
- 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.