Synergy Asset Management’s Progressive PGR Stock Holding History

Synergy Asset 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	$412K	Buy	1,887 +34	+2%	+$6.85K	0.04%	180
2026 Q1	$367K	Buy	1,853 +1	+0.1%	+$206	0.04%	183
2025 Q4	$422K	Sell	1,852 -4,886	-73%	-$1.1M	0.04%	140
2025 Q3	$1.73M	Buy	6,738 +5,133	+320%	+$1.27M	0.06%	139
2025 Q2	$428K	Sell	1,605 -92	-5%	-$25.2K	0.05%	130
2025 Q1	$480K	Sell	1,697 -1,844	-52%	-$482K	0.06%	120
2024 Q4	$875K	Buy	3,541 +1,773	+100%	+$446K	0.07%	126
2024 Q3	$449K	Sell	1,768 -13	-0.7%	-$3.02K	0.07%	102
2024 Q2	$370K	Buy	1,781 +193	+12%	+$40.4K	0.06%	98
2024 Q1	$328K	Hold	1,588	–	–	0.06%	101
2023 Q4	$253K	Hold	1,588	–	–	0.05%	121
2023 Q3	$221K	Hold	1,588	–	–	0.04%	119
2023 Q2	$210K	Hold	1,588	–	–	0.05%	82
2023 Q1	$227K	Hold	1,588	–	–	0.05%	104
2022 Q4	$206K	Buy	+1,588	New	+$201K	0.05%	100

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

Synergy Asset Management's PGR Position: Q2 2026 in Review

Synergy Asset Management increased its Progressive (PGR) stake by 1.8% in Q2 2026, buying an estimated $6.85K and bringing the position to 1,887 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #180.

Synergy Asset Management first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Synergy Asset Management held 1,887 shares of Progressive worth $412K as of Q2 2026.
Synergy Asset Management bought 34 Progressive shares in Q2 2026, an estimated $6.85K.
Progressive made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #180 holding.
Synergy Asset Management first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
Synergy Asset Management's Progressive position peaked at $1.73M in Q3 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.