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Whipplewood Advisors’s Progressive PGR Stock Holding History

Whipplewood Advisors’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 		– Sell
-43
Closed -$8.52K – 938
2026
Q1 		$8.52K Buy
+43
New +$8.88K ﹤0.01% 517
2025
Q3 		– Sell
-68
Closed -$18.1K – 926
2025
Q2 		$18.1K Sell
68
-6
-8% -$1.65K 0.01% 481
2025
Q1 		$19K Buy
74
+16
+28% +$4.18K 0.01% 459
2024
Q4 		$13.9K Buy
+58
New +$14.6K 0.01% 500

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

Whipplewood Advisors's PGR Position: Q2 2026 in Review

Whipplewood Advisors sold out of Progressive (PGR) in Q2 2026, closing a stake of 43 shares — an estimated $8.52K sold.

Whipplewood Advisors first reported a position in PGR in Q4 2024 and held it in 4 quarters. The position peaked at $19K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Whipplewood Advisors reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 43 Progressive shares in Q2 2026, an estimated $8.52K.
  • Whipplewood Advisors first reported a position in Progressive in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Progressive position peaked at $19K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.