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Obermeyer Wealth Partners’s Progressive PGR Stock Holding History

Obermeyer Wealth Partners’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 		$312K Buy
1,429
+153
+12% +$30.8K 0.01% 241
2026
Q1 		$253K Hold
1,276
– – 0.01% 259
2025
Q4 		$291K Buy
1,276
+336
+36% +$75.9K 0.01% 241
2025
Q3 		$232K Sell
940
-73
-7% -$18K 0.01% 267
2025
Q2 		$270K Buy
1,013
+157
+18% +$43K 0.01% 231
2025
Q1 		$242K Buy
+856
New +$224K 0.01% 230

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

Obermeyer Wealth Partners's PGR Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Progressive (PGR) stake by 12% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,429 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #241.

Obermeyer Wealth Partners first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Obermeyer Wealth Partners held 1,429 shares of Progressive worth $312K as of Q2 2026.
  • Obermeyer Wealth Partners bought 153 Progressive shares in Q2 2026, an estimated $30.8K.
  • Progressive made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #241 holding.
  • Obermeyer Wealth Partners first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.