Secure Asset Management’s Progressive PGR Stock Holding History

Secure Asset 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	$282K	Sell	1,290 -111	-8%	-$22.4K	0.04%	272
2026 Q1	$278K	Sell	1,401 -4,361	-76%	-$900K	0.04%	257
2025 Q4	$1.31M	Sell	5,762 -295	-5%	-$66.6K	0.21%	111
2025 Q3	$1.49M	Sell	6,057 -33	-0.5%	-$8.13K	0.25%	105
2025 Q2	$1.63M	Buy	6,090 +1,544	+34%	+$423K	0.3%	84
2025 Q1	$1.29M	Buy	4,546 +2,142	+89%	+$560K	0.26%	107
2024 Q4	$576K	Buy	2,404 +506	+27%	+$127K	0.09%	176
2024 Q3	$482K	Buy	1,898 +81	+4%	+$18.8K	0.08%	183
2024 Q2	$377K	Buy	+1,817	New	+$380K	0.07%	194

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

Secure Asset Management's PGR Position: Q2 2026 in Review

Secure Asset Management reduced its Progressive (PGR) stake by 7.9% in Q2 2026, selling an estimated $22.4K and leaving 1,290 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #272.

Secure Asset Management first reported a position in PGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q2 2025. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Secure Asset Management held 1,290 shares of Progressive worth $282K as of Q2 2026.
Secure Asset Management sold 111 Progressive shares in Q2 2026, an estimated $22.4K.
Progressive made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #272 holding.
Secure Asset Management first reported a position in Progressive in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Progressive position peaked at $1.63M in Q2 2025.
1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.