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Stockman Wealth Management’s Progressive PGR Stock Holding History

Stockman 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 		$487K Hold
2,230
– – 0.05% 110
2026
Q1 		$442K Hold
2,230
– – 0.05% 115
2025
Q4 		$508K Sell
2,230
-4
-0.2% -$903 0.06% 108
2025
Q3 		$552K Buy
2,234
+4
+0.2% +$986 0.07% 101
2025
Q2 		$595K Hold
2,230
– – 0.08% 93
2025
Q1 		$631K Hold
2,230
– – 0.09% 86
2024
Q4 		$534K Hold
2,230
– – 0.08% 96
2024
Q3 		$566K Sell
2,230
-1
-0% -$232 0.09% 97
2024
Q2 		$463K Hold
2,231
– – 0.08% 109
2024
Q1 		$461K Buy
2,231
+1
+0% +$186 0.08% 112
2023
Q4 		$355K Hold
2,230
– – 0.07% 122
2023
Q3 		$311K Hold
2,230
– – 0.07% 135
2023
Q2 		$295K Sell
2,230
-63
-3% -$8.45K 0.06% 143
2023
Q1 		$328K Buy
2,293
+63
+3% +$8.69K 0.07% 144
2022
Q4 		$289K Hold
2,230
– – 0.07% 152
2022
Q3 		$259K Hold
2,230
– – 0.07% 155
2022
Q2 		$259K Hold
2,230
– – 0.07% 162
2022
Q1 		$254K Sell
2,230
-92
-4% -$9.95K 0.05% 168
2021
Q4 		$238K Buy
2,322
+92
+4% +$8.78K 0.05% 186
2021
Q3 		$202K Hold
2,230
– – 0.05% 190
2021
Q2 		$219K Hold
2,230
– – 0.05% 183
2021
Q1 		$213K Hold
2,230
– – 0.06% 174
2020
Q4 		$221K Hold
2,230
– – 0.07% 164
2020
Q3 		$211K Buy
+2,230
New +$200K 0.08% 150

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

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

Stockman Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 2,230 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #110.

Stockman Wealth Management first reported a position in PGR in Q3 2020 and has held it in 24 quarters since. The position peaked at $631K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Stockman Wealth Management held 2,230 shares of Progressive worth $487K as of Q2 2026.
  • Stockman Wealth Management left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.05% of Stockman Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Stockman Wealth Management first reported a position in Progressive in Q3 2020 and has held it in 24 quarters since.
  • Stockman Wealth Management's Progressive position peaked at $631K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.