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Sagespring Wealth Partners’s Progressive PGR Stock Holding History

Sagespring Wealth 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 		$1.43M Buy
6,536
+950
+17% +$191K 0.02% 278
2026
Q1 		$1.11M Buy
5,586
+236
+4% +$48.7K 0.02% 298
2025
Q4 		$1.22M Sell
5,350
-136
-2% -$30.7K 0.02% 271
2025
Q3 		$1.35M Sell
5,486
-1,541
-22% -$380K 0.03% 251
2025
Q2 		$1.88M Buy
7,027
+175
+3% +$48K 0.04% 180
2025
Q1 		$1.94M Buy
6,852
+956
+16% +$250K 0.05% 158
2024
Q4 		$1.41M Buy
+5,896
New +$1.48M 0.04% 174

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

Sagespring Wealth Partners's PGR Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Progressive (PGR) stake by 17% in Q2 2026, buying an estimated $191K and bringing the position to 6,536 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #278.

Sagespring Wealth Partners first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Sagespring Wealth Partners held 6,536 shares of Progressive worth $1.43M as of Q2 2026.
  • Sagespring Wealth Partners bought 950 Progressive shares in Q2 2026, an estimated $191K.
  • Progressive made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #278 holding.
  • Sagespring Wealth Partners first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Progressive position peaked at $1.94M in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.