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Wealth Architects’s Progressive PGR Stock Holding History

Wealth Architects’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 		$290K Buy
1,329
+81
+6% +$16.3K 0.02% 203
2026
Q1 		$247K Sell
1,248
-13
-1% -$2.68K 0.02% 201
2025
Q4 		$287K Buy
1,261
+69
+6% +$15.6K 0.03% 187
2025
Q3 		$294K Sell
1,192
-1
-0.1% -$247 0.03% 181
2025
Q2 		$318K Sell
1,193
-19
-2% -$5.21K 0.03% 168
2025
Q1 		$343K Buy
1,212
+49
+4% +$12.8K 0.04% 172
2024
Q4 		$279K Sell
1,163
-12
-1% -$3.02K 0.03% 173
2024
Q3 		$298K Sell
1,175
-1
-0.1% -$232 0.03% 165
2024
Q2 		$244K Buy
1,176
+11
+0.9% +$2.3K 0.03% 180
2024
Q1 		$241K Buy
+1,165
New +$216K 0.03% 181

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

Wealth Architects's PGR Position: Q2 2026 in Review

Wealth Architects increased its Progressive (PGR) stake by 6.5% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,329 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #203.

Wealth Architects first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $343K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wealth Architects held 1,329 shares of Progressive worth $290K as of Q2 2026.
  • Wealth Architects bought 81 Progressive shares in Q2 2026, an estimated $16.3K.
  • Progressive made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #203 holding.
  • Wealth Architects first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Wealth Architects's Progressive position peaked at $343K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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