Simplicity Wealth’s Progressive PGR Stock Holding History

Simplicity Wealth’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	$1.53M	Buy	7,018 +4,440	+172%	+$895K	0.05%	330
2026 Q1	$511K	Sell	2,578 -290	-10%	-$59.9K	0.03%	447
2025 Q4	$653K	Buy	2,868 +794	+38%	+$179K	0.04%	368
2025 Q3	$512K	Sell	2,074 -2,768	-57%	-$682K	0.03%	434
2025 Q2	$1.29M	Buy	4,842 +2,935	+154%	+$805K	0.05%	284
2025 Q1	$540K	Buy	+1,907	New	+$499K	0.04%	330
2024 Q4	–	Sell	-1,783	Closed	-$452K	–	466
2024 Q3	$452K	Sell	1,783 -11,916	-87%	-$2.77M	0.04%	310
2024 Q2	$2.85M	Buy	13,699 +375	+3%	+$78.5K	0.06%	289
2024 Q1	$2.76M	Buy	+13,324	New	+$2.47M	0.07%	288

Other funds holding PGR

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Simplicity Wealth's PGR Position: Q2 2026 in Review

Simplicity Wealth increased its Progressive (PGR) stake by 172% in Q2 2026, buying an estimated $895K and bringing the position to 7,018 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #330.

Simplicity Wealth first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.85M in Q2 2024. 1,132 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Simplicity Wealth held 7,018 shares of Progressive worth $1.53M as of Q2 2026.
Simplicity Wealth bought 4,440 Progressive shares in Q2 2026, an estimated $895K.
Progressive made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #330 holding.
Simplicity Wealth first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Progressive position peaked at $2.85M in Q2 2024.
1,132 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.