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 Q1	–	Sell	-800	Closed	-$182K	–	763
2025 Q4	$182K	Hold	800	–	–	﹤0.01%	707
2025 Q3	$198K	Buy	+800	New	+$197K	﹤0.01%	679
2025 Q1	–	Hold	0	–	-$216K	–	701
2024 Q4	–	Hold	0	–	–	–	613
2024 Q3	–	Hold	0	–	–	–	604
2024 Q2	–	Hold	0	–	–	–	209
2024 Q1	–	Hold	0	–	–	–	224
2023 Q4	–	Hold	0	–	–	–	384
2023 Q3	–	Hold	0	–	–	–	289

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 $3.38T AUM 44.17% 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. 1,829 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.
1,829 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.