TWM
PGR icon

Trueblood Wealth Management’s Progressive PGR Stock Holding History

Trueblood Wealth 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 		$285K Sell
1,303
-69
-5% -$13.9K 0.1% 216
2026
Q1 		$272K Sell
1,372
-69
-5% -$14.2K 0.11% 216
2025
Q4 		$328K Buy
1,441
+14
+1% +$3.16K 0.13% 189
2025
Q3 		$352K Sell
1,427
-1
-0.1% -$247 0.14% 188
2025
Q2 		$381K Sell
1,428
-9
-0.6% -$2.47K 0.16% 177
2025
Q1 		$407K Buy
1,437
+144
+11% +$37.7K 0.19% 148
2024
Q4 		$310K Sell
1,293
-60
-4% -$15.1K 0.15% 183
2024
Q3 		$343K Sell
1,353
-61
-4% -$14.2K 0.17% 161
2024
Q2 		$294K Buy
1,414
+42
+3% +$8.79K 0.17% 166
2024
Q1 		$284K Hold
1,372
– – 0.16% 162
2023
Q4 		$219K Buy
+1,372
New +$215K 0.14% 194

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

Trueblood Wealth Management's PGR Position: Q2 2026 in Review

Trueblood Wealth Management reduced its Progressive (PGR) stake by 5% in Q2 2026, selling an estimated $13.9K and leaving 1,303 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #216.

Trueblood Wealth Management first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $407K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Trueblood Wealth Management held 1,303 shares of Progressive worth $285K as of Q2 2026.
  • Trueblood Wealth Management sold 69 Progressive shares in Q2 2026, an estimated $13.9K.
  • Progressive made up 0.1% of Trueblood Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Trueblood Wealth Management first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Progressive position peaked at $407K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.