AWM
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Accredited Wealth Management’s Progressive PGR Stock Holding History

Accredited 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
2025
Q3 		$46.4K Buy
404
+216
+115% +$53.2K 0.03% 142
2025
Q2 		$50.2K Hold
188
– – 0.04% 135
2025
Q1 		$53.2K Buy
+188
New +$49.2K 0.04% 120

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accredited Wealth Management's PGR Position: Q3 2025 in Review

Accredited Wealth Management increased its Progressive (PGR) stake by 115% in Q3 2025, buying an estimated $53.2K and bringing the position to 404 shares worth $46.4K. The position accounts for 0.03% of the portfolio, ranked #142.

Accredited Wealth Management first reported a position in PGR in Q1 2025 and has held it in 3 quarters since. The position peaked at $53.2K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Accredited Wealth Management held 404 shares of Progressive worth $46.4K as of Q3 2025.
  • Accredited Wealth Management bought 216 Progressive shares in Q3 2025, an estimated $53.2K.
  • Progressive made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #142 holding.
  • Accredited Wealth Management first reported a position in Progressive in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Progressive position peaked at $53.2K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.