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Planning Strategies’s Progressive PGR Stock Holding History

Planning Strategies’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 		$7.65K Buy
+35
New +$7.05K ﹤0.01% 366

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Planning Strategies's PGR Position: Q2 2026 in Review

Planning Strategies opened a new position in Progressive (PGR) in Q2 2026: 35 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

1,727 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Planning Strategies held 35 shares of Progressive worth $7.65K as of Q2 2026.
  • Progressive was a new Planning Strategies position in Q2 2026.
  • Progressive made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #366 holding.
  • 1,727 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.