Orgel Wealth Management’s Progressive PGR Stock Holding History

Orgel Wealth Management’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	$512K	Hold	2,344	–	–	0.01%	82
2026 Q1	$465K	Sell	2,344 -41	-2%	-$8.46K	0.01%	69
2025 Q4	$543K	Buy	2,385 +41	+2%	+$9.26K	0.01%	63
2025 Q3	$579K	Hold	2,344	–	–	0.01%	60
2025 Q2	$626K	Sell	2,344 -111	-5%	-$30.4K	0.02%	58
2025 Q1	$695K	Hold	2,455	–	–	0.02%	53
2024 Q4	$588K	Hold	2,455	–	–	0.02%	56
2024 Q3	$623K	Hold	2,455	–	–	0.02%	55
2024 Q2	$510K	Hold	2,455	–	–	0.01%	55
2024 Q1	$508K	Sell	2,455 -36	-1%	-$6.68K	0.01%	53
2023 Q4	$397K	Buy	2,491 +36	+1%	+$5.64K	0.01%	61
2023 Q3	$342K	Hold	2,455	–	–	0.01%	62
2023 Q2	$325K	Hold	2,455	–	–	0.01%	62
2023 Q1	$351K	Hold	2,455	–	–	0.01%	56
2022 Q4	$318K	Hold	2,455	–	–	0.01%	61
2022 Q3	$285K	Hold	2,455	–	–	0.01%	57
2022 Q2	$285K	Hold	2,455	–	–	0.02%	54
2022 Q1	$280K	Sell	2,455 -59	-2%	-$6.38K	0.02%	52
2021 Q4	$258K	Hold	2,514	–	–	0.02%	52
2021 Q3	$227K	Buy	2,514 +1,314	+110%	+$125K	0.03%	54
2021 Q2	$247K	Sell	1,200 -1,417	-54%	-$140K	0.03%	50
2021 Q1	$250K	Buy	2,617 +59	+2%	+$5.36K	0.04%	48
2020 Q4	$253K	Hold	2,558	–	–	0.05%	45
2020 Q3	$242K	Hold	2,558	–	–	0.07%	43
2020 Q2	$205K	Buy	+2,558	New	+$200K	0.08%	50
2019 Q3	–	Sell	-2,558	Closed	-$204K	–	48
2019 Q2	$204K	Buy	+2,558	New	+$198K	0.08%	40

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

Orgel Wealth Management's PGR Position: Q2 2026 in Review

Orgel Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 2,344 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #82.

Orgel Wealth Management first reported a position in PGR in Q2 2019 and has held it in 26 quarters since. The position peaked at $695K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Orgel Wealth Management held 2,344 shares of Progressive worth $512K as of Q2 2026.
Orgel Wealth Management left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #82 holding.
Orgel Wealth Management first reported a position in Progressive in Q2 2019 and has held it in 26 quarters since.
Orgel Wealth Management's Progressive position peaked at $695K in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.