MWM
PGR icon

Modern Wealth Management’s Progressive PGR Stock Holding History

Modern 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 		$695K Buy
3,179
+2,092
+192% +$422K 0.01% 624
2026
Q1 		$210K Buy
+1,087
New +$224K ﹤0.01% 829
2025
Q3 		– Sell
-1,161
Closed -$310K – 832
2025
Q2 		$310K Sell
1,161
-167
-13% -$45.8K 0.01% 600
2025
Q1 		$376K Sell
1,328
-290
-18% -$75.9K 0.01% 474
2024
Q4 		$388K Sell
1,618
-125
-7% -$31.5K 0.01% 404
2024
Q3 		$442K Sell
1,743
-165
-9% -$38.4K 0.03% 269
2024
Q2 		$396K Sell
1,908
-26
-1% -$5.44K 0.03% 260
2024
Q1 		$400K Buy
1,934
+120
+7% +$22.3K 0.04% 202
2023
Q4 		$289K Buy
+1,814
New +$284K 0.04% 147

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

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

Modern Wealth Management increased its Progressive (PGR) stake by 192% in Q2 2026, buying an estimated $422K and bringing the position to 3,179 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #624.

Modern Wealth Management first reported a position in PGR in Q4 2023 and has held it in 9 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Modern Wealth Management held 3,179 shares of Progressive worth $695K as of Q2 2026.
  • Modern Wealth Management bought 2,092 Progressive shares in Q2 2026, an estimated $422K.
  • Progressive made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #624 holding.
  • Modern Wealth Management first reported a position in Progressive in Q4 2023 and has held it in 9 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.