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SHP Wealth Management’s Progressive PGR Stock Holding History

SHP 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 		$83.4K Buy
382
+58
+18% +$11.7K 0.01% 441
2026
Q1 		$64.2K Buy
324
+105
+48% +$21.7K ﹤0.01% 449
2025
Q4 		$49.8K Buy
+219
New +$49.5K ﹤0.01% 476

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Progressive (PGR) stake by 18% in Q2 2026, buying an estimated $11.7K and bringing the position to 382 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #441.

SHP Wealth Management first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. 1,828 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • SHP Wealth Management held 382 shares of Progressive worth $83.4K as of Q2 2026.
  • SHP Wealth Management bought 58 Progressive shares in Q2 2026, an estimated $11.7K.
  • Progressive made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #441 holding.
  • SHP Wealth Management first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.