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 Q2	$352K	Sell	1,611 -88	-5%	-$17.7K	0.02%	409
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 $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

Advisor OS's PGR Position: Q2 2026 in Review

Advisor OS reduced its Progressive (PGR) stake by 5.2% in Q2 2026, selling an estimated $17.7K and leaving 1,611 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #409.

Advisor OS first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.68M in Q3 2024. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Advisor OS held 1,611 shares of Progressive worth $352K as of Q2 2026.
Advisor OS sold 88 Progressive shares in Q2 2026, an estimated $17.7K.
Progressive made up 0.02% of Advisor OS's portfolio in Q2 2026, its #409 holding.
Advisor OS first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
Advisor OS's Progressive position peaked at $1.68M in Q3 2024.
1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.