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Navigoe Wealth Management’s Progressive PGR Stock Holding History

Navigoe 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 		$1K Buy
+5
New +$1.01K ﹤0.01% 345
2026
Q1 		– Sell
-35
Closed -$7K – 251
2025
Q4 		$7K Hold
35
– – ﹤0.01% 172
2025
Q3 		$8K Buy
+35
New +$8.63K 0.01% 167

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

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

Navigoe Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in PGR as recently as Q4 2025.

Navigoe Wealth Management first reported a position in PGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8K in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Navigoe Wealth Management held 5 shares of Progressive worth $1K as of Q2 2026.
  • Progressive was a new Navigoe Wealth Management position in Q2 2026.
  • Progressive made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Navigoe Wealth Management first reported a position in Progressive in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Progressive position peaked at $8K in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.