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Papamarkou Wellner Asset Management’s Progressive PGR Stock Holding History

Papamarkou Wellner Asset 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 		$1.22M Sell
6,156
-13,528
-69% -$2.73M 0.77% 36
2026
Q1 		$3.17M Buy
19,684
+15,725
+397% +$3.25M 1.94% 14
2025
Q4 		$902K Buy
+3,959
New +$894K 0.54% 39

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

Papamarkou Wellner Asset Management's PGR Position: Q2 2026 in Review

Papamarkou Wellner Asset Management reduced its Progressive (PGR) stake by 69% in Q2 2026, selling an estimated $2.73M and leaving 6,156 shares worth $1.22M. The position accounts for 0.77% of the portfolio, ranked #36.

Papamarkou Wellner Asset Management first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.17M in Q1 2026. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Papamarkou Wellner Asset Management held 6,156 shares of Progressive worth $1.22M as of Q2 2026.
  • Papamarkou Wellner Asset Management sold 13,528 Progressive shares in Q2 2026, an estimated $2.73M.
  • Progressive made up 0.77% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #36 holding.
  • Papamarkou Wellner Asset Management first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Papamarkou Wellner Asset Management's Progressive position peaked at $3.17M in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.