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PGR icon

True Wealth Design’s Progressive PGR Stock Holding History

True Wealth Design’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 		$58.5K Sell
268
-79
-23% -$15.9K 0.01% 429
2026
Q1 		$68.8K Sell
347
-75
-18% -$15.5K 0.02% 310
2025
Q4 		$96.1K Buy
422
+143
+51% +$32.3K 0.03% 195
2025
Q3 		$68.8K Buy
279
+48
+21% +$11.8K 0.02% 241
2025
Q2 		$61.6K Buy
231
+7
+3% +$1.92K 0.02% 173
2025
Q1 		$63.3K Buy
224
+13
+6% +$3.4K 0.02% 156
2024
Q4 		$50.5K Sell
211
-253
-55% -$63.7K 0.02% 160
2024
Q3 		$118K Buy
464
+273
+143% +$63.5K 0.05% 50
2024
Q2 		$39.7K Hold
191
– – 0.01% 176
2024
Q1 		$39.5K Hold
191
– – 0.01% 175
2023
Q4 		$30.4K Sell
191
-450
-70% -$70.5K 0.01% 181
2023
Q3 		$89.3K Hold
641
– – 0.03% 132
2023
Q2 		$84.8K Sell
641
-20
-3% -$2.68K 0.03% 131
2023
Q1 		$94.6K Buy
661
+20
+3% +$2.76K 0.04% 139
2022
Q4 		$83.1K Buy
+641
New +$81.2K 0.04% 130

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

True Wealth Design's PGR Position: Q2 2026 in Review

True Wealth Design reduced its Progressive (PGR) stake by 23% in Q2 2026, selling an estimated $15.9K and leaving 268 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #429.

True Wealth Design first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $118K in Q3 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • True Wealth Design held 268 shares of Progressive worth $58.5K as of Q2 2026.
  • True Wealth Design sold 79 Progressive shares in Q2 2026, an estimated $15.9K.
  • Progressive made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #429 holding.
  • True Wealth Design first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Progressive position peaked at $118K in Q3 2024.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.