UWM
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Urban Wealth Management’s Progressive PGR Stock Holding History

Urban 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 		$218K Sell
999
-214
-18% -$43.1K 0.19% 101
2026
Q1 		$240K Buy
+1,213
New +$250K 0.25% 82

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

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

Urban Wealth Management reduced its Progressive (PGR) stake by 18% in Q2 2026, selling an estimated $43.1K and leaving 999 shares worth $218K. The position accounts for 0.19% of the portfolio, ranked #101.

Urban Wealth Management first reported a position in PGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Urban Wealth Management held 999 shares of Progressive worth $218K as of Q2 2026.
  • Urban Wealth Management sold 214 Progressive shares in Q2 2026, an estimated $43.1K.
  • Progressive made up 0.19% of Urban Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Urban Wealth Management first reported a position in Progressive in Q1 2026 and has held it in 2 quarters since.
  • Urban Wealth Management's Progressive position peaked at $240K in Q1 2026.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.