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Smith Salley Wealth Management’s Progressive PGR Stock Holding History

Smith Salley 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 		$2.01M Sell
9,221
-2,498
-21% -$503K 0.09% 121
2026
Q1 		$2.32M Buy
11,719
+1,312
+13% +$271K 0.12% 113
2025
Q4 		$2.37M Buy
10,407
+16
+0.2% +$3.61K 0.12% 113
2025
Q3 		$2.57M Buy
10,391
+1,681
+19% +$414K 0.13% 107
2025
Q2 		$2.32M Buy
8,710
+640
+8% +$175K 0.13% 104
2025
Q1 		$2.28M Buy
8,070
+310
+4% +$81.1K 0.15% 96
2024
Q4 		$1.86M Buy
7,760
+1,337
+21% +$337K 0.12% 109
2024
Q3 		$1.63M Buy
6,423
+149
+2% +$34.6K 0.11% 115
2024
Q2 		$1.3M Buy
6,274
+2,972
+90% +$622K 0.09% 120
2024
Q1 		$683K Buy
+3,302
New +$613K 0.05% 146

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

Smith Salley Wealth Management's PGR Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Progressive (PGR) stake by 21% in Q2 2026, selling an estimated $503K and leaving 9,221 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #121.

Smith Salley Wealth Management first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.57M in Q3 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Smith Salley Wealth Management held 9,221 shares of Progressive worth $2.01M as of Q2 2026.
  • Smith Salley Wealth Management sold 2,498 Progressive shares in Q2 2026, an estimated $503K.
  • Progressive made up 0.09% of Smith Salley Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Smith Salley Wealth Management first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Smith Salley Wealth Management's Progressive position peaked at $2.57M in Q3 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.