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Meridian Wealth Management’s Progressive PGR Stock Holding History

Meridian 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 		$1.45M Buy
6,631
+486
+8% +$97.9K 0.04% 315
2026
Q1 		$1.22M Sell
6,145
-3,937
-39% -$813K 0.04% 323
2025
Q4 		$2.3M Buy
10,082
+1,295
+15% +$292K 0.08% 211
2025
Q3 		$2.17M Buy
8,787
+237
+3% +$58.4K 0.08% 207
2025
Q2 		$2.28M Buy
8,550
+585
+7% +$160K 0.1% 184
2025
Q1 		$2.25M Buy
7,965
+301
+4% +$78.7K 0.11% 174
2024
Q4 		$1.84M Sell
7,664
-169
-2% -$42.5K 0.09% 197
2024
Q3 		$1.99M Buy
+7,833
New +$1.82M 0.1% 180
2024
Q1 		– Sell
-7,782
Closed -$1.24M – 409
2023
Q4 		$1.24M Sell
7,782
-7,956
-51% -$1.25M 0.08% 229
2023
Q3 		$2.19M Buy
15,738
+7,949
+102% +$1.05M 0.13% 141
2023
Q2 		$1.03M Buy
7,789
+2,432
+45% +$326K 0.09% 192
2023
Q1 		$766K Buy
5,357
+40
+0.8% +$5.51K 0.07% 250
2022
Q4 		$690K Sell
5,317
-151
-3% -$19.1K 0.07% 252
2022
Q3 		$635K Sell
5,468
-2,136
-28% -$257K 0.07% 243
2022
Q2 		$884K Buy
7,604
+4,556
+149% +$517K 0.07% 261
2022
Q1 		$347K Hold
3,048
– – 0.04% 286
2021
Q4 		$313K Sell
3,048
-156
-5% -$14.9K 0.03% 309
2021
Q3 		$290K Sell
3,204
-170
-5% -$16.2K 0.04% 310
2021
Q2 		$331K Sell
3,374
-2,000
-37% -$198K 0.04% 290
2021
Q1 		$514K Sell
5,374
-353
-6% -$32.1K 0.07% 205
2020
Q4 		$566K Sell
5,727
-159
-3% -$15K 0.09% 177
2020
Q3 		$557K Buy
5,886
+70
+1% +$6.29K 0.14% 131
2020
Q2 		$465K Sell
5,816
-250
-4% -$19.5K 0.16% 124
2020
Q1 		$447K Sell
6,066
-195
-3% -$15K 0.2% 119
2019
Q4 		$453K Sell
6,261
-4,946
-44% -$357K 0.22% 96
2019
Q3 		$866K Buy
11,207
+200
+2% +$15.7K 0.41% 45
2019
Q2 		$8.8K Sell
11,007
-254
-2% -$19.6K 0.36% 43
2019
Q1 		$812K Buy
11,261
+630
+6% +$43.2K 0.37% 56
2018
Q4 		$641K Buy
10,631
+7,350
+224% +$489K 0.38% 55
2018
Q3 		$233K Sell
3,281
-1,850
-36% -$119K 0.1% 149
2018
Q2 		$303K Buy
+5,131
New +$314K 0.14% 137

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Meridian Wealth Management increased its Progressive (PGR) stake by 7.9% in Q2 2026, buying an estimated $97.9K and bringing the position to 6,631 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #315.

Meridian Wealth Management first reported a position in PGR in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.3M in Q4 2025. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Meridian Wealth Management held 6,631 shares of Progressive worth $1.45M as of Q2 2026.
  • Meridian Wealth Management bought 486 Progressive shares in Q2 2026, an estimated $97.9K.
  • Progressive made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Meridian Wealth Management first reported a position in Progressive in Q2 2018 and has held it in 31 quarters since.
  • Meridian Wealth Management's Progressive position peaked at $2.3M in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.