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Spire Wealth Management’s Progressive PGR Stock Holding History

Spire 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 		$3.05M Sell
13,961
-1,676
-11% -$338K 0.09% 197
2026
Q1 		$3.1M Buy
15,637
+4,192
+37% +$865K 0.11% 177
2025
Q4 		$2.61M Buy
11,445
+2,294
+25% +$518K 0.09% 206
2025
Q3 		$2.26M Buy
9,151
+1,349
+17% +$333K 0.08% 208
2025
Q2 		$2.06M Sell
7,802
-4,348
-36% -$1.19M 0.07% 219
2025
Q1 		$3.44M Buy
12,150
+394
+3% +$103K 0.11% 165
2024
Q4 		$2.82M Buy
11,756
+3,492
+42% +$879K 0.09% 202
2024
Q3 		$2.1M Buy
8,264
+6,588
+393% +$1.53M 0.07% 225
2024
Q2 		$348K Sell
1,676
-102
-6% -$21.4K 0.01% 573
2024
Q1 		$368K Sell
1,778
-155
-8% -$28.8K 0.01% 600
2023
Q4 		$329K Buy
1,933
+112
+6% +$17.5K 0.01% 623
2023
Q3 		$254K Sell
1,821
-16
-0.9% -$2.1K 0.01% 639
2023
Q2 		$243K Sell
1,837
-53,433
-97% -$7.16M 0.01% 668
2023
Q1 		$7.91M Buy
55,270
+8,360
+18% +$1.15M 0.31% 67
2022
Q4 		$6.08M Sell
46,910
-1,944
-4% -$246K 0.34% 68
2022
Q3 		$5.68M Sell
48,854
-12,579
-20% -$1.51M 0.34% 71
2022
Q2 		$7.14M Sell
61,433
-25,080
-29% -$2.84M 0.29% 90
2022
Q1 		$9.87M Buy
86,513
+83,706
+2,982% +$9.05M 0.26% 104
2021
Q4 		$288K Buy
2,807
+1,330
+90% +$127K 0.01% 925
2021
Q3 		$134K Sell
1,477
-287
-16% -$27.4K ﹤0.01% 1081
2021
Q2 		$173K Sell
1,764
-738
-29% -$73K ﹤0.01% 985
2021
Q1 		$239K Buy
+2,502
New +$227K 0.01% 985

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

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

Spire Wealth Management reduced its Progressive (PGR) stake by 11% in Q2 2026, selling an estimated $338K and leaving 13,961 shares worth $3.05M. The position accounts for 0.09% of the portfolio, ranked #197.

Spire Wealth Management first reported a position in PGR in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.87M in Q1 2022. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Spire Wealth Management held 13,961 shares of Progressive worth $3.05M as of Q2 2026.
  • Spire Wealth Management sold 1,676 Progressive shares in Q2 2026, an estimated $338K.
  • Progressive made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Spire Wealth Management first reported a position in Progressive in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Progressive position peaked at $9.87M in Q1 2022.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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