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PGR icon

Naviter Wealth’s Progressive PGR Stock Holding History

Naviter Wealth’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 		$758K Sell
3,471
-8
-0.2% -$1.61K 0.07% 191
2026
Q1 		$690K Sell
3,479
-631
-15% -$130K 0.09% 182
2025
Q4 		$936K Sell
4,110
-2,056
-33% -$464K 0.12% 163
2025
Q3 		$1.52M Buy
6,166
+356
+6% +$87.8K 0.18% 136
2025
Q2 		$1.55M Buy
5,810
+422
+8% +$116K 0.19% 134
2025
Q1 		$1.5M Buy
5,388
+149
+3% +$39K 0.18% 141
2024
Q4 		$1.26M Buy
+5,239
New +$1.32M 0.15% 155

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

Naviter Wealth's PGR Position: Q2 2026 in Review

Naviter Wealth reduced its Progressive (PGR) stake by 0.23% in Q2 2026, selling an estimated $1.61K and leaving 3,471 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #191.

Naviter Wealth first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q2 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Naviter Wealth held 3,471 shares of Progressive worth $758K as of Q2 2026.
  • Naviter Wealth sold 8 Progressive shares in Q2 2026, an estimated $1.61K.
  • Progressive made up 0.07% of Naviter Wealth's portfolio in Q2 2026, its #191 holding.
  • Naviter Wealth first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Naviter Wealth's Progressive position peaked at $1.55M in Q2 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.