Mission Wealth Management’s Progressive PGR Stock Holding History

Mission 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	$1.14M	Sell	5,237 -1,006	-16%	-$203K	0.01%	440
2026 Q1	$1.24M	Buy	6,243 +345	+6%	+$71.2K	0.03%	290
2025 Q4	$1.34M	Sell	5,898 -1,836	-24%	-$415K	0.03%	279
2025 Q3	$1.91M	Buy	7,734 +829	+12%	+$204K	0.04%	222
2025 Q2	$1.84M	Buy	6,905 +1	+0%	+$274	0.04%	223
2025 Q1	$1.95M	Sell	6,904 -840	-11%	-$220K	0.05%	194
2024 Q4	$1.86M	Sell	7,744 -5,971	-44%	-$1.5M	0.04%	189
2024 Q3	$3.48M	Buy	13,715 +609	+5%	+$142K	0.08%	128
2024 Q2	$2.72M	Sell	13,106 -282	-2%	-$59K	0.07%	145
2024 Q1	$2.77M	Buy	13,388 +1,046	+8%	+$194K	0.07%	145
2023 Q4	$1.97M	Buy	12,342 +6,920	+128%	+$1.08M	0.06%	150
2023 Q3	$755K	Buy	+5,422	New	+$713K	0.03%	267

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mission Wealth Management reduced its Progressive (PGR) stake by 16% in Q2 2026, selling an estimated $203K and leaving 5,237 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #440.

Mission Wealth Management first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.48M in Q3 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Mission Wealth Management held 5,237 shares of Progressive worth $1.14M as of Q2 2026.
Mission Wealth Management sold 1,006 Progressive shares in Q2 2026, an estimated $203K.
Progressive made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #440 holding.
Mission Wealth Management first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
Mission Wealth Management's Progressive position peaked at $3.48M in Q3 2024.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.