MWM
PGR icon

Moran Wealth Management’s Progressive PGR Stock Holding History

Moran 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 		$9.43M Sell
43,178
-64,475
-60% -$13M 0.26% 128
2026
Q1 		$21.3M Sell
107,653
-61,492
-36% -$12.7M 0.65% 32
2025
Q4 		$38.5M Buy
169,145
+35,470
+27% +$8.01M 1.18% 7
2025
Q3 		$33M Sell
133,675
-23,461
-15% -$5.78M 1% 13
2025
Q2 		$41.9M Buy
157,136
+13,231
+9% +$3.63M 1.29% 9
2025
Q1 		$40.7M Buy
143,905
+67,455
+88% +$17.6M 1.37% 6
2024
Q4 		$18.3M Sell
76,450
-242
-0.3% -$60.9K 0.58% 48
2024
Q3 		$19.5M Buy
76,692
+53,129
+225% +$12.4M 0.6% 51
2024
Q2 		$4.89M Sell
23,563
-245
-1% -$51.3K 0.16% 172
2024
Q1 		$4.92M Sell
23,808
-3,527
-13% -$654K 0.16% 174
2023
Q4 		$4.35M Sell
27,335
-3,120
-10% -$488K 0.15% 186
2023
Q3 		$4.24M Sell
30,455
-80,489
-73% -$10.6M 0.16% 167
2023
Q2 		$14.7M Sell
110,944
-9,227
-8% -$1.24M 0.55% 69
2023
Q1 		$17.2M Buy
120,171
+5,031
+4% +$694K 0.65% 55
2022
Q4 		$14.9M Buy
+115,140
New +$14.6M 0.57% 55

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

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

Moran Wealth Management reduced its Progressive (PGR) stake by 60% in Q2 2026, selling an estimated $13M and leaving 43,178 shares worth $9.43M. The position accounts for 0.26% of the portfolio, ranked #128.

Moran Wealth Management first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.9M in Q2 2025. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Moran Wealth Management held 43,178 shares of Progressive worth $9.43M as of Q2 2026.
  • Moran Wealth Management sold 64,475 Progressive shares in Q2 2026, an estimated $13M.
  • Progressive made up 0.26% of Moran Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Moran Wealth Management first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Progressive position peaked at $41.9M in Q2 2025.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.