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Significant Wealth Partners’s Progressive PGR Stock Holding History

Significant 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 		$1.94M Buy
8,902
+173
+2% +$34.9K 2.11% 14
2026
Q1 		$1.73M Buy
+8,729
New +$1.8M 2.13% 19
2024
Q4 		– Sell
-2,478
Closed -$629K – 115
2024
Q3 		$629K Buy
2,478
+191
+8% +$44.4K 0.33% 19
2024
Q2 		$475K Buy
2,287
+470
+26% +$98.4K 0.27% 18
2024
Q1 		$376K Buy
1,817
+128
+8% +$23.8K 0.25% 100
2023
Q4 		$269K Buy
+1,689
New +$264K 0.2% 120

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

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

Significant Wealth Partners increased its Progressive (PGR) stake by 2% in Q2 2026, buying an estimated $34.9K and bringing the position to 8,902 shares worth $1.94M. The position accounts for 2.11% of the portfolio, ranked #14.

Significant Wealth Partners first reported a position in PGR in Q4 2023 and has held it in 6 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Significant Wealth Partners held 8,902 shares of Progressive worth $1.94M as of Q2 2026.
  • Significant Wealth Partners bought 173 Progressive shares in Q2 2026, an estimated $34.9K.
  • Progressive made up 2.11% of Significant Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Significant Wealth Partners first reported a position in Progressive in Q4 2023 and has held it in 6 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.