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West Family Investments’s Progressive PGR Stock Holding History

West Family 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 		$330K Sell
1,511
-2
-0.1% -$403 0.1% 296
2026
Q1 		$300K Sell
1,513
-1,646
-52% -$340K 0.11% 173
2025
Q4 		$719K Sell
3,159
-931
-23% -$210K 0.17% 120
2025
Q3 		$1.01M Buy
4,090
+806
+25% +$199K 0.23% 93
2025
Q2 		$876K Buy
3,284
+1,557
+90% +$427K 0.23% 90
2025
Q1 		$489K Sell
1,727
-1,557
-47% -$407K 0.18% 113
2024
Q4 		$787K Buy
3,284
+6
+0.2% +$1.51K 0.27% 72
2024
Q3 		$832K Buy
3,278
+16
+0.5% +$3.72K 0.28% 70
2024
Q2 		$678K Buy
3,262
+113
+4% +$23.7K 0.2% 86
2024
Q1 		$651K Buy
3,149
+157
+5% +$29.1K 0.2% 90
2023
Q4 		$477K Buy
2,992
+75
+3% +$11.7K 0.16% 97
2023
Q3 		$406K Buy
2,917
+150
+5% +$19.7K 0.14% 113
2023
Q2 		$366K Sell
2,767
-137
-5% -$18.4K 0.14% 130
2023
Q1 		$415K Hold
2,904
– – 0.16% 102
2022
Q4 		$377K Hold
2,904
– – 0.13% 130
2022
Q3 		$337K Buy
2,904
+183
+7% +$22K 0.14% 140
2022
Q2 		$316K Buy
2,721
+590
+28% +$66.9K 0.12% 146
2022
Q1 		$243K Sell
2,131
-13
-0.6% -$1.41K 0.07% 228
2021
Q4 		$220K Buy
+2,144
New +$205K 0.06% 278
2021
Q3 		– Sell
-3,746
Closed -$368K – 377
2021
Q2 		$368K Buy
+3,746
New +$371K 0.1% 189

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

West Family Investments's PGR Position: Q2 2026 in Review

West Family Investments reduced its Progressive (PGR) stake by 0.13% in Q2 2026, selling an estimated $403 and leaving 1,511 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #296.

West Family Investments first reported a position in PGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • West Family Investments held 1,511 shares of Progressive worth $330K as of Q2 2026.
  • West Family Investments sold 2 Progressive shares in Q2 2026, an estimated $403.
  • Progressive made up 0.1% of West Family Investments's portfolio in Q2 2026, its #296 holding.
  • West Family Investments first reported a position in Progressive in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Progressive position peaked at $1.01M in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.