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PGR icon

SVB Wealth’s Progressive PGR Stock Holding History

SVB Wealth’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 		$1.16M Sell
5,318
-79
-1% -$15.9K 0.07% 185
2026
Q1 		$1.07M Sell
5,397
-36
-0.7% -$7.43K 0.07% 185
2025
Q4 		$1.24M Sell
5,433
-181
-3% -$40.9K 0.07% 188
2025
Q3 		$1.39M Sell
5,614
-307
-5% -$75.7K 0.07% 189
2025
Q2 		$1.58M Buy
+5,921
New +$1.62M 0.08% 179
2025
Q1 		– Sell
-31,323
Closed -$7.51M – 1714
2024
Q4 		$7.51M Buy
+31,323
New +$7.89M 0.14% 100
2024
Q3 		– Sell
-31,898
Closed -$6.63M – 439
2024
Q2 		$6.63M Sell
31,898
-5,218
-14% -$1.09M 0.16% 127
2024
Q1 		$7.68M Sell
37,116
-301
-0.8% -$55.8K 0.17% 132
2023
Q4 		$5.96M Sell
37,417
-610
-2% -$95.5K 0.15% 151
2023
Q3 		$5.3M Sell
38,027
-457
-1% -$60.1K 0.12% 148
2023
Q2 		$5.09M Sell
38,484
-1,161
-3% -$156K 0.09% 157
2023
Q1 		$5.67M Sell
39,645
-4,672
-11% -$644K 0.08% 166
2022
Q4 		$5.75M Sell
44,317
-1,291
-3% -$164K 0.08% 166
2022
Q3 		$5.3M Buy
45,608
+4,483
+11% +$540K 0.08% 164
2022
Q2 		$4.78M Buy
41,125
+1,840
+5% +$209K 0.07% 154
2022
Q1 		$4.48M Sell
39,285
-2,700
-6% -$292K 0.06% 155
2021
Q4 		$4.31M Sell
41,985
-1,039
-2% -$99.2K 0.07% 156
2021
Q3 		$3.89M Buy
43,024
+1,401
+3% +$134K 0.05% 187
2021
Q2 		$4.09M Sell
41,623
-1,119
-3% -$111K 0.05% 182
2021
Q1 		$4.09M Sell
42,742
-748
-2% -$68K 0.06% 174
2020
Q4 		$4.3M Buy
43,490
+126
+0.3% +$11.9K 0.06% 171
2020
Q3 		$4.11M Buy
43,364
+684
+2% +$61.5K 0.07% 166
2020
Q2 		$3.42M Sell
42,680
-75
-0.2% -$5.85K 0.06% 161
2020
Q1 		$3.16M Sell
42,755
-303
-0.7% -$23.4K 0.08% 147
2019
Q4 		$3.12M Buy
43,058
+541
+1% +$39K 0.06% 166
2019
Q3 		$3.28M Buy
42,517
+92
+0.2% +$7.24K 0.07% 156
2019
Q2 		$3.39M Sell
42,425
-931
-2% -$72K 0.11% 153
2019
Q1 		$3.13M Buy
43,356
+6
+0% +$411 0.12% 120
2018
Q4 		$2.62M Sell
43,350
-22
-0.1% -$1.46K 0.11% 131
2018
Q3 		$3.08M Sell
43,372
-2,148
-5% -$138K 0.11% 129
2018
Q2 		$2.69M Hold
45,520
– – 0.1% 141
2018
Q1 		$2.77M Buy
45,520
+148
+0.3% +$8.45K 0.11% 146
2017
Q4 		$2.56M Sell
45,372
-2,400
-5% -$124K 0.1% 160
2017
Q3 		$2.31M Buy
47,772
+29,715
+165% +$1.39M 0.09% 167
2017
Q2 		$796K Sell
18,057
-7,710
-30% -$320K 0.03% 293
2017
Q1 		$1.01M Sell
25,767
-6,925
-21% -$264K 0.04% 245
2016
Q4 		$1.16M Sell
32,692
-332,277
-91% -$11M 0.05% 235
2016
Q3 		$11.5M Buy
364,969
+10,232
+3% +$333K 0.47% 71
2016
Q2 		$11.9M Buy
354,737
+12,630
+4% +$418K 0.48% 67
2016
Q1 		$12M Buy
342,107
+152,994
+81% +$4.89M 0.49% 67
2015
Q4 		$6.01M Buy
189,113
+43,440
+30% +$1.38M 0.24% 105
2015
Q3 		$4.46M Buy
145,673
+137,353
+1,651% +$4.15M 0.17% 133
2015
Q2 		$232K Hold
8,320
– – 0.01% 515
2015
Q1 		$226K Hold
8,320
– – 0.01% 511
2014
Q4 		$225K Buy
+8,320
New +$219K 0.01% 509

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

SVB Wealth's PGR Position: Q2 2026 in Review

SVB Wealth reduced its Progressive (PGR) stake by 1.5% in Q2 2026, selling an estimated $15.9K and leaving 5,318 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #185.

SVB Wealth first reported a position in PGR in Q4 2014 and has held it in 45 quarters since. The position peaked at $12M in Q1 2016. 273 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • SVB Wealth held 5,318 shares of Progressive worth $1.16M as of Q2 2026.
  • SVB Wealth sold 79 Progressive shares in Q2 2026, an estimated $15.9K.
  • Progressive made up 0.07% of SVB Wealth's portfolio in Q2 2026, its #185 holding.
  • SVB Wealth first reported a position in Progressive in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Progressive position peaked at $12M in Q1 2016.
  • 273 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.