TWP
PGR icon

Triad Wealth Partners’s Progressive PGR Stock Holding History

Triad Wealth Partners’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 		$327K Buy
1,556
+269
+21% +$54.2K 0.02% 428
2026
Q1 		$255K Buy
1,287
+238
+23% +$49.1K 0.02% 427
2025
Q4 		$239K Buy
1,049
+100
+11% +$22.6K 0.02% 429
2025
Q3 		$234K Buy
+949
New +$234K 0.03% 333
2024
Q3 		– Sell
-7
Closed -$1.45K – 663
2024
Q2 		$1.45K Buy
+7
New +$1.47K ﹤0.01% 813

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

Triad Wealth Partners's PGR Position: Q2 2026 in Review

Triad Wealth Partners increased its Progressive (PGR) stake by 21% in Q2 2026, buying an estimated $54.2K and bringing the position to 1,556 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #428.

Triad Wealth Partners first reported a position in PGR in Q2 2024 and has held it in 5 quarters since. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Triad Wealth Partners held 1,556 shares of Progressive worth $327K as of Q2 2026.
  • Triad Wealth Partners bought 269 Progressive shares in Q2 2026, an estimated $54.2K.
  • Progressive made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #428 holding.
  • Triad Wealth Partners first reported a position in Progressive in Q2 2024 and has held it in 5 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.