PWM
PGR icon

Perigon Wealth Management’s Progressive PGR Stock Holding History

Perigon 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 		$1.36M Buy
6,209
+1,567
+34% +$316K 0.02% 492
2026
Q1 		$920K Sell
4,642
-184
-4% -$38K 0.02% 560
2025
Q4 		$1.1M Sell
4,826
-38
-0.8% -$8.58K 0.02% 511
2025
Q3 		$1.2M Sell
4,864
-115
-2% -$28.4K 0.02% 464
2025
Q2 		$1.33M Buy
4,979
+283
+6% +$77.6K 0.03% 412
2025
Q1 		$1.33M Buy
4,696
+193
+4% +$50.5K 0.03% 387
2024
Q4 		$1.11M Buy
4,503
+478
+12% +$120K 0.03% 428
2024
Q3 		$1.02M Buy
4,025
+362
+10% +$84.2K 0.03% 428
2024
Q2 		$761K Buy
3,663
+87
+2% +$18.2K 0.02% 436
2024
Q1 		$740K Buy
3,576
+345
+11% +$64K 0.02% 442
2023
Q4 		$515K Buy
3,231
+70
+2% +$11K 0.02% 492
2023
Q3 		$440K Buy
3,161
+98
+3% +$12.9K 0.02% 471
2023
Q2 		$405K Buy
3,063
+1,457
+91% +$195K 0.02% 517
2023
Q1 		$230K Buy
+1,606
New +$221K 0.01% 630
2021
Q1 		– Sell
-680
Closed -$67K – 884
2020
Q4 		$67K Buy
+680
New +$64.3K 0.01% 655
2018
Q2 		– Sell
-9
Closed -$1K – 504
2018
Q1 		$1K Buy
+9
New +$514 ﹤0.01% 624
2017
Q2 		– Sell
-209
Closed -$8K – 616
2017
Q1 		$8K Buy
209
+72
+53% +$2.75K ﹤0.01% 544
2016
Q4 		$5K Buy
+137
New +$4.53K ﹤0.01% 645

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

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

Perigon Wealth Management increased its Progressive (PGR) stake by 34% in Q2 2026, buying an estimated $316K and bringing the position to 6,209 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #492.

Perigon Wealth Management first reported a position in PGR in Q4 2016 and has held it in 18 quarters since. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Perigon Wealth Management held 6,209 shares of Progressive worth $1.36M as of Q2 2026.
  • Perigon Wealth Management bought 1,567 Progressive shares in Q2 2026, an estimated $316K.
  • Progressive made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Perigon Wealth Management first reported a position in Progressive in Q4 2016 and has held it in 18 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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