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Measured Wealth Private Client Group’s Progressive PGR Stock Holding History

Measured Wealth Private Client Group’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 		$10.5K Hold
48
– – ﹤0.01% 574
2026
Q1 		$9.52K Hold
48
– – ﹤0.01% 573
2025
Q4 		$10.9K Hold
48
– – ﹤0.01% 553
2025
Q3 		$11.9K Buy
+48
New +$11.8K ﹤0.01% 539

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

Measured Wealth Private Client Group's PGR Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Progressive (PGR) position steady in Q2 2026 at 48 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Measured Wealth Private Client Group first reported a position in PGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Measured Wealth Private Client Group held 48 shares of Progressive worth $10.5K as of Q2 2026.
  • Measured Wealth Private Client Group left its Progressive share count unchanged in Q2 2026.
  • Progressive made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #574 holding.
  • Measured Wealth Private Client Group first reported a position in Progressive in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Progressive position peaked at $11.9K in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.