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PGR icon

NewEdge Wealth’s Progressive PGR Stock Holding History

NewEdge 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 		$9.43M Sell
43,156
-422
-1% -$85K 0.09% 153
2026
Q1 		$8.64M Sell
43,578
-7,026
-14% -$1.45M 0.1% 143
2025
Q4 		$11.5M Buy
50,604
+5,722
+13% +$1.29M 0.13% 128
2025
Q3 		$9.38M Sell
44,882
-577
-1% -$142K 0.13% 127
2025
Q2 		$11.2M Sell
45,459
-486
-1% -$133K 0.17% 109
2025
Q1 		$13M Buy
45,945
+63
+0.1% +$16.5K 0.24% 93
2024
Q4 		$11M Buy
45,882
+359
+0.8% +$90.4K 0.19% 109
2024
Q3 		$11.6M Buy
45,523
+23,551
+107% +$5.48M 0.21% 105
2024
Q2 		$4.56M Sell
21,972
-275
-1% -$57.6K 0.1% 173
2024
Q1 		$4.65M Buy
22,247
+7,116
+47% +$1.32M 0.1% 174
2023
Q4 		$2.41M Buy
15,131
+937
+7% +$147K 0.06% 267
2023
Q3 		$1.98M Buy
14,194
+99
+0.7% +$13K 0.06% 259
2023
Q2 		$1.87M Sell
14,095
-7,753
-35% -$1.04M 0.06% 263
2023
Q1 		$3.13M Buy
21,848
+1,220
+6% +$168K 0.12% 161
2022
Q4 		$2.68M Buy
20,628
+564
+3% +$71.5K 0.12% 167
2022
Q3 		$2.33M Sell
20,064
-1,938
-9% -$233K 0.11% 168
2022
Q2 		$2.56M Buy
+22,002
New +$2.49M 0.12% 162

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

NewEdge Wealth's PGR Position: Q2 2026 in Review

NewEdge Wealth reduced its Progressive (PGR) stake by 0.97% in Q2 2026, selling an estimated $85K and leaving 43,156 shares worth $9.43M. The position accounts for 0.09% of the portfolio, ranked #153.

NewEdge Wealth first reported a position in PGR in Q2 2022 and has held it in 17 quarters since. The position peaked at $13M in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • NewEdge Wealth held 43,156 shares of Progressive worth $9.43M as of Q2 2026.
  • NewEdge Wealth sold 422 Progressive shares in Q2 2026, an estimated $85K.
  • Progressive made up 0.09% of NewEdge Wealth's portfolio in Q2 2026, its #153 holding.
  • NewEdge Wealth first reported a position in Progressive in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Progressive position peaked at $13M in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.