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ORG Wealth Partners’s Progressive PGR Stock Holding History

ORG 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 		$332K Buy
+1,518
New +$306K 0.05% 197
2025
Q4 		– Sell
-48
Closed -$11.9K – 642
2025
Q3 		$11.9K Sell
48
-74
-61% -$18.2K ﹤0.01% 449
2025
Q2 		$32.3K Sell
122
-185
-60% -$50.7K 0.01% 358
2025
Q1 		$87.3K Sell
307
-197
-39% -$51.5K 0.03% 297
2024
Q4 		$121K Buy
504
+15
+3% +$3.78K 0.04% 154
2024
Q3 		$124K Buy
+489
New +$114K 0.04% 163

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

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

ORG Wealth Partners opened a new position in Progressive (PGR) in Q2 2026: 1,518 shares worth $332K. The stake represents 0.05% of the portfolio and ranks #197 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in PGR as recently as Q3 2025.

ORG Wealth Partners first reported a position in PGR in Q3 2024 and has held it in 6 quarters since. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • ORG Wealth Partners held 1,518 shares of Progressive worth $332K as of Q2 2026.
  • Progressive was a new ORG Wealth Partners position in Q2 2026.
  • Progressive made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • ORG Wealth Partners first reported a position in Progressive in Q3 2024 and has held it in 6 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.