Advisor OS’s Progressive PGR Stock Holding History

Advisor OS’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 Q1	$337K	Sell	1,699 -2,165	-56%	-$447K	0.02%	402
2025 Q4	$880K	Sell	3,864 -491	-11%	-$111K	0.07%	179
2025 Q3	$1.08M	Sell	4,355 -649	-13%	-$160K	0.09%	142
2025 Q2	$1.34M	Sell	5,004 -166	-3%	-$45.5K	0.13%	107
2025 Q1	$1.46M	Sell	5,170 -753	-13%	-$197K	0.17%	86
2024 Q4	$1.42M	Sell	5,923 -690	-10%	-$174K	0.16%	90
2024 Q3	$1.68M	Buy	6,613 +72	+1%	+$16.7K	0.17%	103
2024 Q2	$1.36M	Buy	6,541 +1,163	+22%	+$243K	0.15%	116
2024 Q1	$1.11M	Buy	+5,378	New	+$998K	0.13%	147

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisor OS's PGR Position: Q1 2026 in Review

Advisor OS reduced its Progressive (PGR) stake by 56% in Q1 2026, selling an estimated $447K and leaving 1,699 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #402.

Advisor OS first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Advisor OS held 1,699 shares of Progressive worth $337K as of Q1 2026.
Advisor OS sold 2,165 Progressive shares in Q1 2026, an estimated $447K.
Progressive made up 0.02% of Advisor OS's portfolio in Q1 2026, its #402 holding.
Advisor OS first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Advisor OS's Progressive position peaked at $1.68M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.