Premier Path Wealth Partners’s Progressive PGR Stock Holding History

Premier Path Wealth Partners’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	$939K	Sell	4,531 -60	-1%	-$13K	0.11%	174
2026 Q2	$1M	Buy	4,591 +91	+2%	+$18.3K	0.12%	171
2026 Q1	$892K	Buy	4,500 +606	+16%	+$125K	0.12%	170
2025 Q4	$887K	Sell	3,894 -99	-2%	-$22.4K	0.11%	173
2025 Q3	$986K	Buy	3,993 +4	+0.1%	+$986	0.13%	176
2025 Q2	$1.06M	Buy	3,989 +103	+3%	+$28.2K	0.15%	165
2025 Q1	$1.1M	Sell	3,886 -19	-0.5%	-$4.97K	0.17%	150
2024 Q4	$936K	Sell	3,905 -39	-1%	-$9.8K	0.14%	163
2024 Q3	$1M	Sell	3,944 -17	-0.4%	-$3.95K	0.16%	155
2024 Q2	$823K	Sell	3,961 -44	-1%	-$9.21K	0.14%	162
2024 Q1	$828K	Sell	4,005 -356	-8%	-$66.1K	0.16%	153
2023 Q4	$693K	Buy	+4,361	New	+$683K	0.15%	152

Other funds holding PGR

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Premier Path Wealth Partners's PGR Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Progressive (PGR) stake by 1.3% in Q3 2026, selling an estimated $13K and leaving 4,531 shares worth $939K. The position accounts for 0.11% of the portfolio, ranked #174.

Premier Path Wealth Partners first reported a position in PGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

Premier Path Wealth Partners held 4,531 shares of Progressive worth $939K as of Q3 2026.
Premier Path Wealth Partners sold 60 Progressive shares in Q3 2026, an estimated $13K.
Progressive made up 0.11% of Premier Path Wealth Partners's portfolio in Q3 2026, its #174 holding.
Premier Path Wealth Partners first reported a position in Progressive in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Progressive position peaked at $1.1M in Q1 2025.
1,332 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.