Phillips Wealth Planners
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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
Q3 		$535K Buy
2,332
+410
+21% +$88.6K 0.38% 83
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Phillips Wealth Planners's PGR Position: Q3 2026 in Review

Phillips Wealth Planners increased its Progressive (PGR) stake by 21% in Q3 2026, buying an estimated $88.6K and bringing the position to 2,332 shares worth $535K. The position accounts for 0.38% of the portfolio, ranked #83.

Phillips Wealth Planners first reported a position in PGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $586K in Q3 2024. 1,538 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Phillips Wealth Planners held 2,332 shares of Progressive worth $535K as of Q3 2026.
  • Phillips Wealth Planners bought 410 Progressive shares in Q3 2026, an estimated $88.6K.
  • Progressive made up 0.38% of Phillips Wealth Planners's portfolio in Q3 2026, its #83 holding.
  • Phillips Wealth Planners first reported a position in Progressive in Q4 2022 and has held it in 16 quarters since.
  • Phillips Wealth Planners's Progressive position peaked at $586K in Q3 2024.
  • 1,538 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.