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Advyzon Investment Management’s Progressive PGR Stock Holding History

Advyzon Investment 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
2026
Q2 		$1.19M Sell
5,443
-512
-9% -$103K 0.09% 226
2026
Q1 		$1.18M Sell
5,955
-188
-3% -$38.8K 0.11% 189
2025
Q4 		$1.4M Buy
6,143
+3,328
+118% +$752K 0.16% 133
2025
Q3 		$695K Buy
2,815
+1,067
+61% +$263K 0.12% 169
2025
Q2 		$466K Sell
1,748
-52
-3% -$14.3K 0.1% 190
2025
Q1 		$509K Buy
1,800
+159
+10% +$41.6K 0.18% 107
2024
Q4 		$393K Buy
+1,641
New +$413K 0.15% 125

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

Advyzon Investment Management's PGR Position: Q2 2026 in Review

Advyzon Investment Management reduced its Progressive (PGR) stake by 8.6% in Q2 2026, selling an estimated $103K and leaving 5,443 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #226.

Advyzon Investment Management first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Advyzon Investment Management held 5,443 shares of Progressive worth $1.19M as of Q2 2026.
  • Advyzon Investment Management sold 512 Progressive shares in Q2 2026, an estimated $103K.
  • Progressive made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #226 holding.
  • Advyzon Investment Management first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Progressive position peaked at $1.4M in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.