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Amplius Wealth Advisors’s Progressive PGR Stock Holding History

Amplius 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
2025
Q3 		– Sell
-857
Closed -$229K – 200
2025
Q2 		$229K Sell
857
-25
-3% -$6.85K 0.02% 188
2025
Q1 		$250K Buy
+882
New +$231K 0.03% 156
2024
Q4 		– Sell
-834
Closed -$212K – 184
2024
Q3 		$212K Buy
+834
New +$194K 0.02% 169
2022
Q1 		– Sell
-4,546
Closed -$466K – 697
2021
Q4 		$466K Buy
+4,546
New +$434K 0.06% 116

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Amplius Wealth Advisors's PGR Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Progressive (PGR) in Q3 2025, closing a stake of 857 shares — an estimated $229K sold.

Amplius Wealth Advisors first reported a position in PGR in Q4 2021 and held it in 4 quarters. The position peaked at $466K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 857 Progressive shares in Q3 2025, an estimated $229K.
  • Amplius Wealth Advisors first reported a position in Progressive in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Progressive position peaked at $466K in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.