PWP
PGR icon

Perfromance Wealth Partners’s Progressive PGR Stock Holding History

Perfromance 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 		$613K Buy
2,805
+14
+0.5% +$2.82K 0.02% 129
2026
Q1 		$553K Sell
2,791
-75
-3% -$15.5K 0.02% 116
2025
Q4 		$653K Sell
2,866
-19
-0.7% -$4.29K 0.02% 104
2025
Q3 		$712K Buy
2,885
+1,758
+156% +$433K 0.02% 95
2025
Q2 		$301K Sell
1,127
-4
-0.4% -$1.1K 0.01% 150
2025
Q1 		$320K Sell
1,131
-5
-0.4% -$1.31K 0.01% 128
2024
Q4 		$272K Sell
1,136
-9
-0.8% -$2.27K 0.01% 147
2024
Q3 		$291K Buy
1,145
+60
+6% +$13.9K 0.01% 152
2024
Q2 		$225K Hold
1,085
– – 0.01% 147
2024
Q1 		$224K Buy
+1,085
New +$201K 0.01% 146

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

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

Perfromance Wealth Partners increased its Progressive (PGR) stake by 0.5% in Q2 2026, buying an estimated $2.82K and bringing the position to 2,805 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #129.

Perfromance Wealth Partners first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $712K in Q3 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Perfromance Wealth Partners held 2,805 shares of Progressive worth $613K as of Q2 2026.
  • Perfromance Wealth Partners bought 14 Progressive shares in Q2 2026, an estimated $2.82K.
  • Progressive made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Perfromance Wealth Partners first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Perfromance Wealth Partners's Progressive position peaked at $712K in Q3 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.