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Nvest Financial’s Progressive PGR Stock Holding History

Nvest Financial’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 		$2.41M Buy
11,021
+733
+7% +$148K 0.76% 38
2026
Q1 		$2.04M Buy
10,288
+1,441
+16% +$297K 0.76% 39
2025
Q4 		$2.01M Buy
8,847
+2,095
+31% +$473K 0.84% 33
2025
Q3 		$1.67M Sell
6,752
-1,790
-21% -$441K 0.96% 29
2025
Q2 		$2.28M Buy
8,542
+127
+2% +$34.8K 1.19% 28
2025
Q1 		$2.38M Sell
8,415
-422
-5% -$110K 1.28% 29
2024
Q4 		$2.12M Sell
8,837
-265
-3% -$66.7K 1.08% 28
2024
Q3 		$2.31M Sell
9,102
-108
-1% -$25.1K 1.32% 24
2024
Q2 		$1.91M Sell
9,210
-702
-7% -$147K 1.18% 30
2024
Q1 		$2.05M Sell
9,912
-502
-5% -$93.1K 1.37% 25
2023
Q4 		$1.66M Sell
10,414
-636
-6% -$99.6K 1.3% 26
2023
Q3 		$1.54M Buy
11,050
+120
+1% +$15.8K 1.44% 22
2023
Q2 		$1.45M Sell
10,930
-142
-1% -$19K 1.27% 25
2023
Q1 		$1.58M Buy
11,072
+428
+4% +$59K 1.65% 19
2022
Q4 		$1.38M Buy
10,644
+290
+3% +$36.7K 1.73% 19
2022
Q3 		$1.2M Buy
10,354
+483
+5% +$58.2K 1.7% 21
2022
Q2 		$1.15M Buy
9,871
+377
+4% +$42.7K 1.2% 31
2022
Q1 		$1.08M Buy
+9,494
New +$1.03M 0.89% 35

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

Nvest Financial's PGR Position: Q2 2026 in Review

Nvest Financial increased its Progressive (PGR) stake by 7.1% in Q2 2026, buying an estimated $148K and bringing the position to 11,021 shares worth $2.41M. The position accounts for 0.76% of the portfolio, ranked #38.

Nvest Financial first reported a position in PGR in Q1 2022 and has held it in 18 quarters since. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Nvest Financial held 11,021 shares of Progressive worth $2.41M as of Q2 2026.
  • Nvest Financial bought 733 Progressive shares in Q2 2026, an estimated $148K.
  • Progressive made up 0.76% of Nvest Financial's portfolio in Q2 2026, its #38 holding.
  • Nvest Financial first reported a position in Progressive in Q1 2022 and has held it in 18 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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