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Osprey Private Wealth’s Progressive PGR Stock Holding History

Osprey Private 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 		$7.89M Buy
36,111
+415
+1% +$83.6K 2.04% 19
2026
Q1 		$7.08M Buy
35,696
+3,180
+10% +$656K 2.05% 20
2025
Q4 		$7.4M Buy
32,516
+7,961
+32% +$1.8M 2.13% 18
2025
Q3 		$6.06M Buy
24,555
+5,880
+31% +$1.45M 2.2% 18
2025
Q2 		$4.89M Hold
18,675
– – 2.66% 14
2025
Q1 		$5.29M Buy
18,675
+2,060
+12% +$539K 3.13% 13
2024
Q4 		$3.98M Hold
16,615
– – 2.78% 15
2024
Q3 		$4.22M Buy
+16,615
New +$3.86M 2.95% 15

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

Osprey Private Wealth's PGR Position: Q2 2026 in Review

Osprey Private Wealth increased its Progressive (PGR) stake by 1.2% in Q2 2026, buying an estimated $83.6K and bringing the position to 36,111 shares worth $7.89M. The position accounts for 2.04% of the portfolio, ranked #19.

Osprey Private Wealth first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Osprey Private Wealth held 36,111 shares of Progressive worth $7.89M as of Q2 2026.
  • Osprey Private Wealth bought 415 Progressive shares in Q2 2026, an estimated $83.6K.
  • Progressive made up 2.04% of Osprey Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Osprey Private Wealth first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.