Vest Financial’s Progressive PGR Stock Holding History

Vest Financial’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	$27.1M	Sell	124,266 -38,928	-24%	-$7.85M	0.29%	126
2026 Q1	$32.4M	Buy	163,194 +15,659	+11%	+$3.23M	0.39%	114
2025 Q4	$33.6M	Buy	147,535 +61,333	+71%	+$13.9M	0.43%	114
2025 Q3	$21.3M	Buy	86,202 +51,187	+146%	+$12.6M	0.28%	120
2025 Q2	$9.34M	Buy	+35,015	New	+$9.6M	0.13%	140
2024 Q4	–	Sell	-3,467	Closed	-$1,000K	–	281
2024 Q3	$1,000K	Buy	+3,467	New	+$806K	0.02%	222
2024 Q2	–	Sell	-3,792	Closed	-$983K	–	260
2024 Q1	$983K	Buy	+3,792	New	+$704K	0.03%	130
2023 Q4	–	Sell	-5,379	Closed	-$1.12M	–	204
2023 Q3	$1.12M	Buy	+5,379	New	+$708K	0.06%	112

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vest Financial's PGR Position: Q2 2026 in Review

Vest Financial reduced its Progressive (PGR) stake by 24% in Q2 2026, selling an estimated $7.85M and leaving 124,266 shares worth $27.1M. The position accounts for 0.29% of the portfolio, ranked #126.

Vest Financial first reported a position in PGR in Q3 2023 and has held it in 8 quarters since. The position peaked at $33.6M in Q4 2025. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Vest Financial held 124,266 shares of Progressive worth $27.1M as of Q2 2026.
Vest Financial sold 38,928 Progressive shares in Q2 2026, an estimated $7.85M.
Progressive made up 0.29% of Vest Financial's portfolio in Q2 2026, its #126 holding.
Vest Financial first reported a position in Progressive in Q3 2023 and has held it in 8 quarters since.
Vest Financial's Progressive position peaked at $33.6M in Q4 2025.
1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.