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Third View Private Wealth’s Progressive PGR Stock Holding History

Third View Private 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 		$465K Hold
2,127
– – 0.06% 194
2026
Q1 		$422K Sell
2,127
-108
-5% -$22.3K 0.06% 188
2025
Q4 		$509K Buy
+2,235
New +$505K 0.07% 169

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Third View Private Wealth's PGR Position: Q2 2026 in Review

Third View Private Wealth held its Progressive (PGR) position steady in Q2 2026 at 2,127 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #194.

Third View Private Wealth first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $509K in Q4 2025. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Third View Private Wealth held 2,127 shares of Progressive worth $465K as of Q2 2026.
  • Third View Private Wealth left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #194 holding.
  • Third View Private Wealth first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Progressive position peaked at $509K in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.