MFG
PGR icon

Merit Financial Group’s Progressive PGR Stock Holding History

Merit Financial 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 		$3.64M Buy
16,667
+863
+5% +$174K 0.02% 521
2026
Q1 		$3.13M Buy
15,804
+1,078
+7% +$222K 0.02% 527
2025
Q4 		$3.35M Buy
14,726
+3,599
+32% +$813K 0.03% 465
2025
Q3 		$2.75M Sell
11,127
-228
-2% -$56.2K 0.03% 467
2025
Q2 		$3.03M Buy
11,355
+1,268
+13% +$348K 0.03% 401
2025
Q1 		$2.85M Buy
10,087
+987
+11% +$258K 0.04% 335
2024
Q4 		$2.18M Buy
9,100
+3,073
+51% +$774K 0.04% 335
2024
Q3 		$1.53M Sell
6,027
-1,330
-18% -$309K 0.03% 328
2024
Q2 		$1.53M Buy
7,357
+655
+10% +$137K 0.03% 321
2024
Q1 		$1.4M Buy
+6,702
New +$1.24M 0.03% 330
2023
Q4 		– Sell
-3,771
Closed -$525K – 815
2023
Q3 		$525K Buy
3,771
+278
+8% +$36.6K 0.02% 448
2023
Q2 		$462K Buy
3,493
+88
+3% +$11.8K 0.02% 489
2023
Q1 		$487K Buy
+3,405
New +$470K 0.02% 405

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

Merit Financial Group's PGR Position: Q2 2026 in Review

Merit Financial Group increased its Progressive (PGR) stake by 5.5% in Q2 2026, buying an estimated $174K and bringing the position to 16,667 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #521.

Merit Financial Group first reported a position in PGR in Q1 2023 and has held it in 13 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Merit Financial Group held 16,667 shares of Progressive worth $3.64M as of Q2 2026.
  • Merit Financial Group bought 863 Progressive shares in Q2 2026, an estimated $174K.
  • Progressive made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #521 holding.
  • Merit Financial Group first reported a position in Progressive in Q1 2023 and has held it in 13 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.