MPS Loria Financial Planners’s Progressive PGR Stock Holding History

MPS Loria Financial Planners’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	$3.08M	Hold	14,077	–	–	0.71%	13
2026 Q1	$2.79M	Sell	14,077 -2,000	-12%	-$413K	0.74%	12
2025 Q4	$3.66M	Hold	16,077	–	–	0.94%	9
2025 Q3	$3.97M	Hold	16,077	–	–	1.05%	8
2025 Q2	$4.29M	Hold	16,077	–	–	1.26%	8
2025 Q1	$4.55M	Hold	16,077	–	–	1.35%	7
2024 Q4	$3.85M	Sell	16,077 -600	-4%	-$151K	1.14%	7
2024 Q3	$4.23M	Hold	16,677	–	–	1.26%	6
2024 Q2	$3.46M	Hold	16,677	–	–	1.12%	9
2024 Q1	$3.45M	Sell	16,677 -9	-0.1%	-$1.67K	1.16%	8
2023 Q4	$2.66M	Buy	16,686 +9	+0.1%	+$1.41K	0.93%	10
2023 Q3	$2.32M	Hold	16,677	–	–	0.91%	9
2023 Q2	$2.21M	Hold	16,677	–	–	0.83%	10
2023 Q1	$2.39M	Hold	16,677	–	–	0.96%	9
2022 Q4	$2.16M	Hold	16,677	–	–	0.96%	12
2022 Q3	$1.94M	Hold	16,677	–	–	0.75%	13
2022 Q2	$1.94M	Hold	16,677	–	–	0.87%	10
2022 Q1	$1.9M	Hold	16,677	–	–	0.8%	11
2021 Q4	$1.71M	Hold	16,677	–	–	0.7%	16
2021 Q3	$1.51M	Hold	16,677	–	–	0.69%	16
2021 Q2	$1.64M	Hold	16,677	–	–	0.76%	15
2021 Q1	$1.59M	Hold	16,677	–	–	0.74%	13
2020 Q4	$1.62M	Buy	16,677 +49	+0.3%	+$4.63K	0.73%	15
2020 Q3	$1.57M	Hold	16,628	–	–	0.81%	15
2020 Q2	$1.33M	Hold	16,628	–	–	0.71%	16
2020 Q1	$1.23M	Hold	16,628	–	–	0.94%	15
2019 Q4	$1.2M	Hold	16,628	–	–	0.71%	20
2019 Q3	$1.28M	Hold	16,628	–	–	0.83%	16
2019 Q2	$1.33M	Hold	16,628	–	–	0.85%	16
2019 Q1	$1.2M	Hold	16,628	–	–	0.8%	18
2018 Q4	$1M	Buy	+16,628	New	+$1.11M	0.72%	20

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

MPS Loria Financial Planners's PGR Position: Q2 2026 in Review

MPS Loria Financial Planners held its Progressive (PGR) position steady in Q2 2026 at 14,077 shares worth $3.08M. The position accounts for 0.71% of the portfolio, ranked #13.

MPS Loria Financial Planners first reported a position in PGR in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.55M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

MPS Loria Financial Planners held 14,077 shares of Progressive worth $3.08M as of Q2 2026.
MPS Loria Financial Planners left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.71% of MPS Loria Financial Planners's portfolio in Q2 2026, its #13 holding.
MPS Loria Financial Planners first reported a position in Progressive in Q4 2018 and has held it in 31 quarters since.
MPS Loria Financial Planners's Progressive position peaked at $4.55M in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.