Peak Retirement Planning’s Progressive PGR Stock Holding History

Peak Retirement Planning’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	$3.44M	Buy	+15,738	New	+$3.17M	0.54%	54

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

Peak Retirement Planning's PGR Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Progressive (PGR) in Q2 2026: 15,738 shares worth $3.44M. The stake represents 0.54% of the portfolio and ranks #54 among its holdings.

1,811 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Peak Retirement Planning held 15,738 shares of Progressive worth $3.44M as of Q2 2026.
Progressive was a new Peak Retirement Planning position in Q2 2026.
Progressive made up 0.54% of Peak Retirement Planning's portfolio in Q2 2026, its #54 holding.
1,811 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.