Sargent Investment Group’s Progressive PGR Stock Holding History

Sargent Investment Group’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	$677K	Sell	3,101 -61	-2%	-$12.3K	0.08%	149
2026 Q1	$627K	Buy	3,162 +138	+5%	+$28.5K	0.08%	143
2025 Q4	$689K	Buy	+3,024	New	+$683K	0.09%	134
2025 Q3	–	Sell	-3,028	Closed	-$749K	–	201
2025 Q2	$749K	Buy	3,028 +17	+0.6%	+$4.66K	0.1%	126
2025 Q1	$852K	Buy	3,011 +11	+0.4%	+$2.88K	0.14%	106
2024 Q4	$707K	Sell	3,000 -110	-4%	-$27.7K	0.12%	114
2024 Q3	$789K	Hold	3,110	–	–	0.14%	103
2024 Q2	$646K	Buy	3,110 +2,025	+187%	+$424K	0.13%	102
2024 Q1	$224K	Buy	+1,085	New	+$201K	0.05%	182

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sargent Investment Group's PGR Position: Q2 2026 in Review

Sargent Investment Group reduced its Progressive (PGR) stake by 1.9% in Q2 2026, selling an estimated $12.3K and leaving 3,101 shares worth $677K. The position accounts for 0.08% of the portfolio, ranked #149.

Sargent Investment Group first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $852K in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Sargent Investment Group held 3,101 shares of Progressive worth $677K as of Q2 2026.
Sargent Investment Group sold 61 Progressive shares in Q2 2026, an estimated $12.3K.
Progressive made up 0.08% of Sargent Investment Group's portfolio in Q2 2026, its #149 holding.
Sargent Investment Group first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Sargent Investment Group's Progressive position peaked at $852K in Q1 2025.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.