PWP
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Phillips Wealth Planners’s Progressive PGR Stock Holding History

Phillips Wealth Planners’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 		$451K Buy
1,922
+5
+0.3% +$1.01K 0.33% 94
2026
Q1 		$377K Buy
1,917
+1
+0.1% +$206 0.28% 119
2025
Q4 		$389K Buy
1,916
+52
+3% +$11.7K 0.31% 105
2025
Q3 		$448K Sell
1,864
-2
-0.1% -$493 0.37% 86
2025
Q2 		$470K Buy
1,866
+99
+6% +$27.1K 0.43% 74
2025
Q1 		$487K Sell
1,767
-550
-24% -$144K 0.51% 66
2024
Q4 		$546K Buy
2,317
+22
+1% +$5.54K 0.55% 57
2024
Q3 		$586K Sell
2,295
-264
-10% -$61.4K 0.56% 52
2024
Q2 		$537K Sell
2,559
-93
-4% -$19.5K 0.57% 54
2024
Q1 		$553K Sell
2,652
-26
-1% -$4.82K 0.64% 45
2023
Q4 		$455K Sell
2,678
-37
-1% -$5.79K 0.55% 59
2023
Q3 		$428K Sell
2,715
-153
-5% -$20.1K 0.58% 57
2023
Q2 		$380K Buy
2,868
+123
+4% +$16.5K 0.5% 76
2023
Q1 		$373K Sell
2,745
-499
-15% -$68.8K 0.49% 74
2022
Q4 		$453K Buy
+3,244
New +$411K 0.79% 44

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

Phillips Wealth Planners's PGR Position: Q2 2026 in Review

Phillips Wealth Planners increased its Progressive (PGR) stake by 0.26% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,922 shares worth $451K. The position accounts for 0.33% of the portfolio, ranked #94.

Phillips Wealth Planners first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $586K in Q3 2024. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Phillips Wealth Planners held 1,922 shares of Progressive worth $451K as of Q2 2026.
  • Phillips Wealth Planners bought 5 Progressive shares in Q2 2026, an estimated $1.01K.
  • Progressive made up 0.33% of Phillips Wealth Planners's portfolio in Q2 2026, its #94 holding.
  • Phillips Wealth Planners first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Progressive position peaked at $586K in Q3 2024.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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