RWM
PGR icon

Rialto Wealth Management’s Progressive PGR Stock Holding History

Rialto Wealth 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 		$124K Buy
567
+366
+182% +$73.8K 0.02% 217
2026
Q1 		$39.8K Buy
201
+8
+4% +$1.65K 0.01% 304
2025
Q4 		$44K Buy
193
+1
+0.5% +$226 0.01% 292
2025
Q3 		$47.4K Hold
192
– – 0.01% 274
2025
Q2 		$51.2K Buy
192
+10
+5% +$2.74K 0.01% 265
2025
Q1 		$51.5K Buy
182
+2
+1% +$523 0.02% 260
2024
Q4 		$43.1K Buy
+180
New +$45.3K 0.01% 268

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's PGR Position: Q2 2026 in Review

Rialto Wealth Management increased its Progressive (PGR) stake by 182% in Q2 2026, buying an estimated $73.8K and bringing the position to 567 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #217.

Rialto Wealth Management first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Rialto Wealth Management held 567 shares of Progressive worth $124K as of Q2 2026.
  • Rialto Wealth Management bought 366 Progressive shares in Q2 2026, an estimated $73.8K.
  • Progressive made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Rialto Wealth Management first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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