WWM
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Western Wealth Management’s Progressive PGR Stock Holding History

Western Wealth Management’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 		$1.63M Sell
7,443
-147
-2% -$29.6K 0.05% 352
2026
Q1 		$1.5M Buy
7,590
+1,104
+17% +$228K 0.06% 335
2025
Q4 		$1.48M Buy
6,486
+138
+2% +$31.2K 0.07% 270
2025
Q3 		$1.57M Buy
6,348
+157
+3% +$38.7K 0.08% 223
2025
Q2 		$1.65M Sell
6,191
-57
-0.9% -$15.6K 0.1% 200
2025
Q1 		$1.77M Sell
6,248
-2,736
-30% -$716K 0.12% 174
2024
Q4 		$2.15M Buy
8,984
+365
+4% +$91.9K 0.12% 183
2024
Q3 		$2.19M Buy
8,619
+2,993
+53% +$696K 0.12% 175
2024
Q2 		$1.17M Buy
5,626
+226
+4% +$47.3K 0.09% 205
2024
Q1 		$1.12M Buy
5,400
+235
+5% +$43.6K 0.09% 212
2023
Q4 		$823K Buy
5,165
+295
+6% +$46.2K 0.06% 311
2023
Q3 		$678K Buy
4,870
+62
+1% +$8.15K 0.06% 321
2023
Q2 		$636K Buy
4,808
+206
+4% +$27.6K 0.05% 327
2023
Q1 		$658K Buy
4,602
+944
+26% +$130K 0.06% 307
2022
Q4 		$475K Sell
3,658
-1,977
-35% -$251K 0.05% 349
2022
Q3 		$656K Sell
5,635
-285
-5% -$34.3K 0.04% 404
2022
Q2 		$691K Sell
5,920
-82
-1% -$9.3K 0.04% 387
2022
Q1 		$685K Buy
6,002
+2,482
+71% +$268K 0.03% 436
2021
Q4 		$360K Buy
+3,520
New +$336K 0.04% 411
2021
Q2 		$236K Buy
+2,394
New +$237K 0.02% 556

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

Western Wealth Management's PGR Position: Q2 2026 in Review

Western Wealth Management reduced its Progressive (PGR) stake by 1.9% in Q2 2026, selling an estimated $29.6K and leaving 7,443 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #352.

Western Wealth Management first reported a position in PGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.19M in Q3 2024. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Western Wealth Management held 7,443 shares of Progressive worth $1.63M as of Q2 2026.
  • Western Wealth Management sold 147 Progressive shares in Q2 2026, an estimated $29.6K.
  • Progressive made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Western Wealth Management first reported a position in Progressive in Q2 2021 and has held it in 20 quarters since.
  • Western Wealth Management's Progressive position peaked at $2.19M in Q3 2024.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.