WMS Group’s Progressive PGR Stock Holding History

WMS Group’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	$262K	Hold	1,200	–	–	0.34%	52
2026 Q1	$238K	Sell	1,200 -200	-14%	-$41.3K	0.35%	48
2025 Q4	$319K	Buy	+1,400	New	+$316K	0.41%	40

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WMS Group's PGR Position: Q2 2026 in Review

WMS Group held its Progressive (PGR) position steady in Q2 2026 at 1,200 shares worth $262K. The position accounts for 0.34% of the portfolio, ranked #52.

WMS Group first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 1,811 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

WMS Group held 1,200 shares of Progressive worth $262K as of Q2 2026.
WMS Group left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.34% of WMS Group's portfolio in Q2 2026, its #52 holding.
WMS Group first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
WMS Group's Progressive position peaked at $319K in Q4 2025.
1,811 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.