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Stiles Financial Services’s Progressive PGR Stock Holding History

Stiles Financial Services’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 		$732K Sell
3,353
-280
-8% -$56.4K 0.18% 101
2026
Q1 		$720K Sell
3,633
-1,086
-23% -$224K 0.22% 98
2025
Q4 		$1.07M Buy
4,719
+1,966
+71% +$444K 0.33% 82
2025
Q3 		$680K Buy
2,753
+1,263
+85% +$311K 0.21% 105
2025
Q2 		$398K Buy
+1,490
New +$408K 0.14% 124

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

Stiles Financial Services's PGR Position: Q2 2026 in Review

Stiles Financial Services reduced its Progressive (PGR) stake by 7.7% in Q2 2026, selling an estimated $56.4K and leaving 3,353 shares worth $732K. The position accounts for 0.18% of the portfolio, ranked #101.

Stiles Financial Services first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Stiles Financial Services held 3,353 shares of Progressive worth $732K as of Q2 2026.
  • Stiles Financial Services sold 280 Progressive shares in Q2 2026, an estimated $56.4K.
  • Progressive made up 0.18% of Stiles Financial Services's portfolio in Q2 2026, its #101 holding.
  • Stiles Financial Services first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • Stiles Financial Services's Progressive position peaked at $1.07M in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.