PWM
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Pines Wealth Management’s Progressive PGR Stock Holding History

Pines 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 		$244K Sell
1,115
-229
-17% -$46.2K 0.07% 206
2026
Q1 		$266K Sell
1,344
-55
-4% -$11.4K 0.09% 190
2025
Q4 		$319K Buy
1,399
+52
+4% +$11.7K 0.1% 167
2025
Q3 		$333K Buy
1,347
+117
+10% +$28.8K 0.11% 170
2025
Q2 		$322K Sell
1,230
-57
-4% -$15.6K 0.11% 171
2025
Q1 		$335K Buy
1,287
+37
+3% +$9.68K 0.16% 141
2024
Q4 		$295K Buy
+1,250
New +$315K 0.13% 160

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

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

Pines Wealth Management reduced its Progressive (PGR) stake by 17% in Q2 2026, selling an estimated $46.2K and leaving 1,115 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #206.

Pines Wealth Management first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Pines Wealth Management held 1,115 shares of Progressive worth $244K as of Q2 2026.
  • Pines Wealth Management sold 229 Progressive shares in Q2 2026, an estimated $46.2K.
  • Progressive made up 0.07% of Pines Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Pines Wealth Management first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Progressive position peaked at $335K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.