WI
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WBI Investments’s Progressive PGR Stock Holding History

WBI Investments’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 		$684K Sell
3,130
-2,456
-44% -$495K 0.17% 162
2026
Q1 		$1.11M Buy
+5,586
New +$1.15M 0.31% 98
2025
Q3 		– Sell
-1,293
Closed -$345K – 353
2025
Q2 		$345K Sell
1,293
-4,255
-77% -$1.17M 0.09% 199
2025
Q1 		$1.57M Buy
+5,548
New +$1.45M 0.41% 72
2024
Q3 		– Sell
-12,242
Closed -$2.54M – 264
2024
Q2 		$2.54M Buy
+12,242
New +$2.56M 0.62% 50
2024
Q1 		– Sell
-5,618
Closed -$895K – 230
2023
Q4 		$895K Buy
+5,618
New +$880K 0.18% 120
2021
Q2 		– Sell
-46,268
Closed -$4.42M – 225
2021
Q1 		$4.42M Buy
+46,268
New +$4.2M 0.69% 29
2020
Q4 		– Sell
-22,307
Closed -$2.11M – 190
2020
Q3 		$2.11M Buy
+22,307
New +$2M 0.32% 57
2019
Q4 		– Sell
-26,927
Closed -$2.08M – 241
2019
Q3 		$2.08M Sell
26,927
-9,270
-26% -$729K 0.2% 99
2019
Q2 		$2.89M Sell
36,197
-305,709
-89% -$23.6M 0.25% 83
2019
Q1 		$24.6M Buy
+341,906
New +$23.4M 1.89% 10
2018
Q4 		– Sell
-24,527
Closed -$1.74M – 202
2018
Q3 		$1.74M Buy
+24,527
New +$1.58M 0.09% 154
2017
Q3 		– Sell
-73,557
Closed -$3.24M – 358
2017
Q2 		$3.24M Buy
+73,557
New +$3.06M 0.14% 113
2016
Q2 		– Sell
-671,036
Closed -$23.6M – 187
2016
Q1 		$23.6M Buy
+671,036
New +$21.4M 0.88% 32
2014
Q4 		– Sell
-578,158
Closed -$14.6M – 229
2014
Q3 		$14.6M Buy
+578,158
New +$14.2M 0.43% 55

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

WBI Investments's PGR Position: Q2 2026 in Review

WBI Investments reduced its Progressive (PGR) stake by 44% in Q2 2026, selling an estimated $495K and leaving 3,130 shares worth $684K. The position accounts for 0.17% of the portfolio, ranked #162.

WBI Investments first reported a position in PGR in Q3 2014 and has held it in 15 quarters since. The position peaked at $24.6M in Q1 2019. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • WBI Investments held 3,130 shares of Progressive worth $684K as of Q2 2026.
  • WBI Investments sold 2,456 Progressive shares in Q2 2026, an estimated $495K.
  • Progressive made up 0.17% of WBI Investments's portfolio in Q2 2026, its #162 holding.
  • WBI Investments first reported a position in Progressive in Q3 2014 and has held it in 15 quarters since.
  • WBI Investments's Progressive position peaked at $24.6M in Q1 2019.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.