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Valley Wealth Managers’s Progressive PGR Stock Holding History

Valley Wealth Managers’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 		$22.9M Buy
104,671
+4,036
+4% +$813K 1.32% 31
2026
Q1 		$19.9M Buy
100,635
+9,030
+10% +$1.86M 1.28% 36
2025
Q4 		$20.9M Buy
91,605
+1,718
+2% +$388K 1.34% 30
2025
Q3 		$22.2M Buy
89,887
+832
+0.9% +$205K 1.47% 26
2025
Q2 		$23.8M Sell
89,055
-3,632
-4% -$996K 1.71% 12
2025
Q1 		$26.2M Sell
92,687
-5,127
-5% -$1.34M 1.99% 5
2024
Q4 		$23.4M Sell
97,814
-2,941
-3% -$740K 1.75% 13
2024
Q3 		$25.6M Sell
100,755
-12,546
-11% -$2.92M 1.89% 6
2024
Q2 		$23.5M Sell
113,301
-12,253
-10% -$2.56M 1.87% 9
2024
Q1 		$26M Sell
125,554
-11,298
-8% -$2.1M 1.96% 7
2023
Q4 		$21.8M Sell
136,852
-4,445
-3% -$696K 1.7% 14
2023
Q3 		$19.7M Sell
141,297
-3,747
-3% -$493K 1.64% 16
2023
Q2 		$19.2M Sell
145,044
-6,130
-4% -$822K 1.72% 20
2023
Q1 		$21.6M Sell
151,174
-9,996
-6% -$1.38M 1.97% 9
2022
Q4 		$20.9M Sell
161,170
-6,940
-4% -$879K 1.94% 13
2022
Q3 		$19.5M Sell
168,110
-12,709
-7% -$1.53M 1.95% 12
2022
Q2 		$21M Sell
180,819
-6,802
-4% -$771K 1.97% 11
2022
Q1 		$21.4M Sell
187,621
-8,768
-4% -$948K 1.79% 17
2021
Q4 		$20.2M Sell
196,389
-2,610
-1% -$249K 1.62% 23
2021
Q3 		$18M Sell
198,999
-230
-0.1% -$21.9K 1.57% 28
2021
Q2 		$19.6M Sell
199,229
-3,603
-2% -$356K 1.65% 26
2021
Q1 		$19.4M Sell
202,832
-2,975
-1% -$270K 1.74% 24
2020
Q4 		$20.4M Sell
205,807
-10,977
-5% -$1.04M 1.99% 10
2020
Q3 		$20.5M Sell
216,784
-11,670
-5% -$1.05M 2.26% 6
2020
Q2 		$18.3M Sell
228,454
-7,920
-3% -$618K 2.05% 10
2020
Q1 		$17.5M Sell
236,374
-13,215
-5% -$1.02M 2.27% 9
2019
Q4 		$18.1M Buy
249,589
+305
+0.1% +$22K 1.81% 23
2019
Q3 		$19.3M Sell
249,284
-151
-0.1% -$11.9K 2.04% 13
2019
Q2 		$19.9M Buy
249,435
+2,985
+1% +$231K 2.12% 10
2019
Q1 		$17.8M Buy
+246,450
New +$16.9M 1.94% 19

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

Valley Wealth Managers's PGR Position: Q2 2026 in Review

Valley Wealth Managers increased its Progressive (PGR) stake by 4% in Q2 2026, buying an estimated $813K and bringing the position to 104,671 shares worth $22.9M. The position accounts for 1.32% of the portfolio, ranked #31.

Valley Wealth Managers first reported a position in PGR in Q1 2019 and has held it in 30 quarters since. The position peaked at $26.2M in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Valley Wealth Managers held 104,671 shares of Progressive worth $22.9M as of Q2 2026.
  • Valley Wealth Managers bought 4,036 Progressive shares in Q2 2026, an estimated $813K.
  • Progressive made up 1.32% of Valley Wealth Managers's portfolio in Q2 2026, its #31 holding.
  • Valley Wealth Managers first reported a position in Progressive in Q1 2019 and has held it in 30 quarters since.
  • Valley Wealth Managers's Progressive position peaked at $26.2M in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.