Ameritas Advisory Services’s Progressive PGR Stock Holding History

Ameritas Advisory Services’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	$601K	Sell	3,030 -884	-23%	-$182K	0.02%	519
2025 Q4	$891K	Buy	3,914 +3,511	+871%	+$793K	0.03%	395
2025 Q3	$99.4K	Sell	403 -255	-39%	-$62.9K	0.01%	844
2025 Q2	$176K	Sell	658 -1,069	-62%	-$293K	0.01%	783
2025 Q1	$478K	Sell	1,727 -1,638	-49%	-$428K	0.02%	581
2024 Q4	$806K	Buy	3,365 +635	+23%	+$160K	0.03%	474
2024 Q3	$693K	Sell	2,730 -3,176	-54%	-$738K	0.03%	464
2024 Q2	$1.23M	Buy	5,906 +2,530	+75%	+$530K	0.05%	353
2024 Q1	$699K	Buy	3,376 +1,615	+92%	+$300K	0.03%	469
2023 Q4	$287K	Sell	1,761 -1,445	-45%	-$226K	0.02%	561
2023 Q3	$447K	Buy	+3,206	New	+$422K	0.02%	528
2023 Q2	–	Sell	-3,401	Closed	-$463K	–	1981
2023 Q1	$463K	Sell	3,401 -510	-13%	-$70.3K	0.02%	502
2022 Q4	$507K	Buy	3,911 +31	+0.8%	+$3.93K	0.02%	530
2022 Q3	$451K	Buy	3,880 +276	+8%	+$33.2K	0.03%	459
2022 Q2	$419K	Buy	3,604 +627	+21%	+$71.1K	0.02%	510
2022 Q1	$339K	Sell	2,977 -8	-0.3%	-$865	0.01%	621
2021 Q4	$306K	Buy	+2,985	New	+$285K	0.01%	639

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

Ameritas Advisory Services's PGR Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Progressive (PGR) stake by 23% in Q1 2026, selling an estimated $182K and leaving 3,030 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #519.

Ameritas Advisory Services first reported a position in PGR in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.23M in Q2 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Ameritas Advisory Services held 3,030 shares of Progressive worth $601K as of Q1 2026.
Ameritas Advisory Services sold 884 Progressive shares in Q1 2026, an estimated $182K.
Progressive made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #519 holding.
Ameritas Advisory Services first reported a position in Progressive in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's Progressive position peaked at $1.23M in Q2 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.