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Ritholtz Wealth Management’s Progressive PGR Stock Holding History

Ritholtz 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 		$2.24M Buy
10,253
+1,065
+12% +$215K 0.03% 391
2026
Q1 		$1.82M Buy
9,188
+516
+6% +$106K 0.03% 396
2025
Q4 		$1.97M Buy
8,672
+594
+7% +$134K 0.04% 353
2025
Q3 		$1.99M Sell
8,078
-751
-9% -$185K 0.04% 330
2025
Q2 		$2.36M Buy
8,829
+703
+9% +$193K 0.05% 250
2025
Q1 		$2.3M Buy
8,126
+507
+7% +$133K 0.07% 221
2024
Q4 		$1.83M Buy
7,619
+349
+5% +$87.9K 0.05% 251
2024
Q3 		$1.84M Buy
7,270
+375
+5% +$87.2K 0.06% 249
2024
Q2 		$1.43M Buy
6,895
+92
+1% +$19.3K 0.05% 259
2024
Q1 		$1.41M Buy
6,803
+335
+5% +$62.2K 0.05% 268
2023
Q4 		$1.03M Buy
6,468
+764
+13% +$120K 0.04% 307
2023
Q3 		$795K Buy
5,704
+550
+11% +$72.3K 0.04% 340
2023
Q2 		$682K Sell
5,154
-967
-16% -$130K 0.03% 362
2023
Q1 		$876K Buy
6,121
+372
+6% +$51.3K 0.04% 291
2022
Q4 		$746K Sell
5,749
-4,976
-46% -$631K 0.04% 291
2022
Q3 		$1.25M Buy
10,725
+4,986
+87% +$600K 0.07% 203
2022
Q2 		$667K Buy
5,739
+1,448
+34% +$164K 0.04% 255
2022
Q1 		$489K Buy
4,291
+755
+21% +$81.7K 0.03% 312
2021
Q4 		$363K Buy
3,536
+407
+13% +$38.9K 0.02% 371
2021
Q3 		$283K Sell
3,129
-272
-8% -$25.9K 0.02% 380
2021
Q2 		$334K Buy
3,401
+271
+9% +$26.8K 0.02% 346
2021
Q1 		$299K Buy
3,130
+249
+9% +$22.6K 0.02% 302
2020
Q4 		$285K Buy
2,881
+97
+3% +$9.18K 0.03% 269
2020
Q3 		$264K Buy
+2,784
New +$250K 0.03% 226

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

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

Ritholtz Wealth Management increased its Progressive (PGR) stake by 12% in Q2 2026, buying an estimated $215K and bringing the position to 10,253 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #391.

Ritholtz Wealth Management first reported a position in PGR in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.36M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Ritholtz Wealth Management held 10,253 shares of Progressive worth $2.24M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,065 Progressive shares in Q2 2026, an estimated $215K.
  • Progressive made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Ritholtz Wealth Management first reported a position in Progressive in Q3 2020 and has held it in 24 quarters since.
  • Ritholtz Wealth Management's Progressive position peaked at $2.36M in Q2 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.