Mitchell McLeod Pugh & Williams’s Progressive PGR Stock Holding History

Mitchell McLeod Pugh & Williams’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	$207K	Buy	+948	New	+$191K	0.03%	300
2025 Q4	–	Sell	-967	Closed	-$205K	–	298
2025 Q3	$205K	Sell	967 -123	-11%	-$30.3K	0.03%	274
2025 Q2	$291K	Hold	1,090	–	–	0.05%	231
2025 Q1	$308K	Hold	1,090	–	–	0.06%	217
2024 Q4	$261K	Buy	1,090 +9	+0.8%	+$2.27K	0.05%	227
2024 Q3	$274K	Sell	1,081 -165	-13%	-$38.4K	0.06%	233
2024 Q2	$259K	Hold	1,246	–	–	0.06%	227
2024 Q1	$258K	Sell	1,246 -66	-5%	-$12.2K	0.06%	229
2023 Q4	$209K	Buy	+1,312	New	+$205K	0.06%	244
2023 Q2	–	Sell	-1,408	Closed	-$201K	–	257
2023 Q1	$201K	Buy	+1,408	New	+$194K	0.06%	242
2022 Q4	–	Sell	-2,171	Closed	-$252K	–	255
2022 Q3	$252K	Buy	2,171 +188	+9%	+$22.6K	0.1%	197
2022 Q2	$231K	Hold	1,983	–	–	0.09%	192
2022 Q1	$226K	Buy	+1,983	New	+$214K	0.08%	207

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

Mitchell McLeod Pugh & Williams's PGR Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams opened a new position in Progressive (PGR) in Q2 2026: 948 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings. This is a return to the name: Mitchell McLeod Pugh & Williams previously reported a position in PGR as recently as Q3 2025.

Mitchell McLeod Pugh & Williams first reported a position in PGR in Q1 2022 and has held it in 13 quarters since. The position peaked at $308K in Q1 2025. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Mitchell McLeod Pugh & Williams held 948 shares of Progressive worth $207K as of Q2 2026.
Progressive was a new Mitchell McLeod Pugh & Williams position in Q2 2026.
Progressive made up 0.03% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #300 holding.
Mitchell McLeod Pugh & Williams first reported a position in Progressive in Q1 2022 and has held it in 13 quarters since.
Mitchell McLeod Pugh & Williams's Progressive position peaked at $308K in Q1 2025.
1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.