Omni 360 Wealth’s Progressive PGR Stock Holding History

Omni 360 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	$546K	Sell	2,500 -200	-7%	-$40.3K	0.25%	78
2026 Q1	$535K	Hold	2,700	–	–	0.28%	75
2025 Q4	$555K	Hold	2,700	–	–	0.28%	73
2025 Q3	$667K	Sell	2,700 -21	-0.8%	-$5.18K	0.37%	62
2025 Q2	$726K	Hold	2,721	–	–	0.45%	53
2025 Q1	$770K	Sell	2,721 -12	-0.4%	-$3.14K	0.52%	48
2024 Q4	$655K	Sell	2,733 -802	-23%	-$202K	0.44%	57
2024 Q3	$897K	Buy	3,535 +520	+17%	+$121K	0.62%	44
2024 Q2	$626K	Buy	3,015 +8	+0.3%	+$1.67K	0.48%	53
2024 Q1	$622K	Sell	3,007 -276	-8%	-$51.2K	0.51%	51
2023 Q4	$523K	Buy	+3,283	New	+$514K	0.49%	53

Other funds holding PGR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Omni 360 Wealth's PGR Position: Q2 2026 in Review

Omni 360 Wealth reduced its Progressive (PGR) stake by 7.4% in Q2 2026, selling an estimated $40.3K and leaving 2,500 shares worth $546K. The position accounts for 0.25% of the portfolio, ranked #78.

Omni 360 Wealth first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $897K in Q3 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Omni 360 Wealth held 2,500 shares of Progressive worth $546K as of Q2 2026.
Omni 360 Wealth sold 200 Progressive shares in Q2 2026, an estimated $40.3K.
Progressive made up 0.25% of Omni 360 Wealth's portfolio in Q2 2026, its #78 holding.
Omni 360 Wealth first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's Progressive position peaked at $897K in Q3 2024.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.