Nvest Wealth Strategies’s Progressive PGR Stock Holding History

Nvest Wealth Strategies’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	$437	Buy	+2	New	+$403	﹤0.01%	292

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Nvest Wealth Strategies's PGR Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in Progressive (PGR) in Q2 2026: 2 shares worth $437. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings.

1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Nvest Wealth Strategies held 2 shares of Progressive worth $437 as of Q2 2026.
Progressive was a new Nvest Wealth Strategies position in Q2 2026.
Progressive made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #292 holding.
1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.