PWMG
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Private Wealth Management Group’s Progressive PGR Stock Holding History

Private Wealth Management Group’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 		$22.5K Sell
103
-13
-11% -$2.62K 0.01% 360
2026
Q1 		$23K Buy
116
+27
+30% +$5.57K 0.01% 300
2025
Q4 		$20.3K Buy
89
+1
+1% +$226 0.01% 321
2025
Q3 		$21.7K Sell
88
-13
-13% -$3.21K 0.01% 308
2025
Q2 		$27K Buy
101
+12
+13% +$3.29K 0.01% 248
2025
Q1 		$25.2K Buy
89
+1
+1% +$262 0.01% 256
2024
Q4 		$21.1K Hold
88
– – 0.01% 290
2024
Q3 		$22.3K Buy
88
+2
+2% +$465 0.01% 264
2024
Q2 		$17.9K Buy
86
+3
+4% +$628 0.01% 298
2024
Q1 		$17.2K Hold
83
– – 0.01% 298
2023
Q4 		$13.2K Buy
+83
New +$13K 0.01% 348

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

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

Private Wealth Management Group reduced its Progressive (PGR) stake by 11% in Q2 2026, selling an estimated $2.62K and leaving 103 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #360.

Private Wealth Management Group first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $27K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Private Wealth Management Group held 103 shares of Progressive worth $22.5K as of Q2 2026.
  • Private Wealth Management Group sold 13 Progressive shares in Q2 2026, an estimated $2.62K.
  • Progressive made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #360 holding.
  • Private Wealth Management Group first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Progressive position peaked at $27K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.