PWMG
PGR icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return