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Phoenix Financial’s Progressive PGR Stock Holding History

Phoenix Financial’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 		$1.48M Sell
6,780
-9,656
-59% -$1.95M 0.01% 223
2026
Q1 		$3.26M Sell
16,436
-9,096
-36% -$1.88M 0.03% 142
2025
Q4 		$5.81M Sell
25,532
-5,972
-19% -$1.35M 0.06% 123
2025
Q3 		$7.78M Sell
31,504
-11,538
-27% -$2.84M 0.09% 94
2025
Q2 		$11.5M Sell
43,042
-1,831
-4% -$502K 0.15% 77
2025
Q1 		$12.7M Sell
44,873
-10,182
-18% -$2.66M 0.19% 80
2024
Q4 		$13.2M Sell
55,055
-12,015
-18% -$3.02M 0.18% 80
2024
Q3 		$17M Buy
67,070
+15,551
+30% +$3.62M 0.25% 67
2024
Q2 		$10.7M Buy
51,519
+17,752
+53% +$3.72M 0.16% 79
2024
Q1 		$6.99M Sell
33,767
-5,491
-14% -$1.02M 0.1% 105
2023
Q4 		$7.04M Buy
39,258
+20,574
+110% +$3.22M 0.12% 89
2023
Q3 		$2.6M Buy
18,684
+5,430
+41% +$714K 0.05% 164
2023
Q2 		$1.75M Buy
+13,254
New +$1.78M 0.04% 174

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 $3.38T AUM 44.17% 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

Phoenix Financial's PGR Position: Q2 2026 in Review

Phoenix Financial reduced its Progressive (PGR) stake by 59% in Q2 2026, selling an estimated $1.95M and leaving 6,780 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #223.

Phoenix Financial first reported a position in PGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $17M in Q3 2024. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Phoenix Financial held 6,780 shares of Progressive worth $1.48M as of Q2 2026.
  • Phoenix Financial sold 9,656 Progressive shares in Q2 2026, an estimated $1.95M.
  • Progressive made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #223 holding.
  • Phoenix Financial first reported a position in Progressive in Q2 2023 and has held it in 13 quarters since.
  • Phoenix Financial's Progressive position peaked at $17M in Q3 2024.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.