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Retirement Wealth Solutions’s Progressive PGR Stock Holding History

Retirement Wealth Solutions’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 		$4.43K Sell
20
-5
-20% -$1.01K ﹤0.01% 366
2026
Q1 		$5.01K Buy
25
+11
+79% +$2.27K ﹤0.01% 322
2025
Q4 		$3.25K Sell
14
-5
-26% -$1.13K ﹤0.01% 375
2025
Q3 		$4.76K Buy
19
+5
+36% +$1.23K ﹤0.01% 313
2025
Q2 		$3.81K Sell
14
-8
-36% -$2.19K ﹤0.01% 329
2025
Q1 		$6.3K Sell
22
-11
-33% -$2.88K 0.01% 268
2024
Q4 		$7.84K Buy
+33
New +$8.31K 0.01% 253

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

Retirement Wealth Solutions's PGR Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Progressive (PGR) stake by 20% in Q2 2026, selling an estimated $1.01K and leaving 20 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Retirement Wealth Solutions first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.84K in Q4 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Retirement Wealth Solutions held 20 shares of Progressive worth $4.43K as of Q2 2026.
  • Retirement Wealth Solutions sold 5 Progressive shares in Q2 2026, an estimated $1.01K.
  • Progressive made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #366 holding.
  • Retirement Wealth Solutions first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Progressive position peaked at $7.84K in Q4 2024.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.