Private Wealth Asset Management’s Progressive PGR Stock Holding History

Private Wealth Asset 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	$47.2K	Hold	216	–	–	﹤0.01%	441
2026 Q1	$42.8K	Sell	216 -3	-1%	-$619	﹤0.01%	453
2025 Q4	$49.9K	Hold	219	–	–	0.01%	424
2025 Q3	$54.1K	Sell	219 -145	-40%	-$35.7K	0.01%	387
2025 Q2	$97.1K	Sell	364 -15	-4%	-$4.11K	0.01%	313
2025 Q1	$107K	Buy	+379	New	+$99.1K	0.02%	293

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Asset Management's PGR Position: Q2 2026 in Review

Private Wealth Asset Management held its Progressive (PGR) position steady in Q2 2026 at 216 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Private Wealth Asset Management first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $107K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Private Wealth Asset Management held 216 shares of Progressive worth $47.2K as of Q2 2026.
Private Wealth Asset Management left its Progressive share count unchanged in Q2 2026.
Progressive made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #441 holding.
Private Wealth Asset Management first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Progressive position peaked at $107K in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.