Stonehage Fleming Financial Services’s Progressive PGR Stock Holding History

Stonehage Fleming 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	$740K	Sell	3,389 -36	-1%	-$7.25K	0.03%	97
2026 Q1	$679K	Sell	3,425 -108	-3%	-$22.3K	0.02%	96
2025 Q4	$805K	Hold	3,533	–	–	0.02%	75
2025 Q3	$872K	Hold	3,533	–	–	0.02%	73
2025 Q2	$943K	Sell	3,533 -240	-6%	-$65.8K	0.03%	67
2025 Q1	$1.07M	Sell	3,773 -10	-0.3%	-$2.62K	0.04%	50
2024 Q4	$906K	Sell	3,783 -1	-0%	-$252	0.03%	62
2024 Q3	$960K	Sell	3,784 -13	-0.3%	-$3.02K	0.03%	60
2024 Q2	$789K	Buy	+3,797	New	+$795K	0.02%	64
2024 Q1	–	Sell	-3,806	Closed	-$606K	–	241
2023 Q4	$606K	Sell	3,806 -322	-8%	-$50.4K	0.02%	86
2023 Q3	$580K	Buy	+4,128	New	+$543K	0.05%	95

Other funds holding PGR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonehage Fleming Financial Services's PGR Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its Progressive (PGR) stake by 1.1% in Q2 2026, selling an estimated $7.25K and leaving 3,389 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #97.

Stonehage Fleming Financial Services first reported a position in PGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Stonehage Fleming Financial Services held 3,389 shares of Progressive worth $740K as of Q2 2026.
Stonehage Fleming Financial Services sold 36 Progressive shares in Q2 2026, an estimated $7.25K.
Progressive made up 0.03% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #97 holding.
Stonehage Fleming Financial Services first reported a position in Progressive in Q3 2023 and has held it in 11 quarters since.
Stonehage Fleming Financial Services's Progressive position peaked at $1.07M in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.