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AGH Wealth Advisors’s Progressive PGR Stock Holding History

AGH Wealth Advisors’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 		– Sell
-921
Closed -$210K – 129
2025
Q4 		$210K Buy
+921
New +$208K 0.16% 111
2025
Q3 		– Sell
-884
Closed -$236K – 134
2025
Q2 		$236K Buy
884
+41
+5% +$11.2K 0.19% 107
2025
Q1 		$239K Sell
843
-16
-2% -$4.18K 0.23% 99
2024
Q4 		$206K Buy
+859
New +$216K 0.19% 109

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AGH Wealth Advisors's PGR Position: Q1 2026 in Review

AGH Wealth Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 921 shares — an estimated $210K sold.

AGH Wealth Advisors first reported a position in PGR in Q4 2024 and held it in 4 quarters. The position peaked at $239K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • AGH Wealth Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 921 Progressive shares in Q1 2026, an estimated $210K.
  • AGH Wealth Advisors first reported a position in Progressive in Q4 2024 and held it in 4 quarters.
  • AGH Wealth Advisors's Progressive position peaked at $239K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.