RFP
PGR icon

Root Financial Partners’s Progressive PGR Stock Holding History

Root Financial Partners’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 		– Sell
-1,240
Closed -$246K – 2395
2026
Q1 		$246K Buy
1,240
+744
+150% +$154K 0.01% 290
2025
Q4 		$113K Sell
496
-350
-41% -$79K 0.01% 426
2025
Q3 		$209K Buy
+846
New +$209K 0.01% 270

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

Root Financial Partners's PGR Position: Q2 2026 in Review

Root Financial Partners sold out of Progressive (PGR) in Q2 2026, closing a stake of 1,240 shares — an estimated $246K sold.

Root Financial Partners first reported a position in PGR in Q3 2025 and held it in 3 quarters. The position peaked at $246K in Q1 2026. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Root Financial Partners reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,240 Progressive shares in Q2 2026, an estimated $246K.
  • Root Financial Partners first reported a position in Progressive in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Progressive position peaked at $246K in Q1 2026.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.