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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
Q2 		$200K Buy
+917
New +$185K 0.13% 129
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 $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

AGH Wealth Advisors's PGR Position: Q2 2026 in Review

AGH Wealth Advisors opened a new position in Progressive (PGR) in Q2 2026: 917 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #129 among its holdings. This is a return to the name: AGH Wealth Advisors previously reported a position in PGR as recently as Q4 2025.

AGH Wealth Advisors first reported a position in PGR in Q4 2024 and has held it in 5 quarters since. The position peaked at $239K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • AGH Wealth Advisors held 917 shares of Progressive worth $200K as of Q2 2026.
  • Progressive was a new AGH Wealth Advisors position in Q2 2026.
  • Progressive made up 0.13% of AGH Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • AGH Wealth Advisors first reported a position in Progressive in Q4 2024 and has held it in 5 quarters since.
  • AGH Wealth Advisors's Progressive position peaked at $239K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.