Arete Wealth Advisors’s Progressive PGR Stock Holding History

Arete 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 Q4	–	Sell	-911	Closed	-$219K	–	649
2025 Q3	$219K	Buy	+911	New	+$225K	0.01%	701

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Arete Wealth Advisors's PGR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 911 shares — an estimated $219K sold.

Arete Wealth Advisors first reported a position in PGR in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Arete Wealth Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 911 Progressive shares in Q4 2025, an estimated $219K.
Arete Wealth Advisors first reported a position in Progressive in Q3 2025 and held it in 1 quarter.
Arete Wealth Advisors's Progressive position peaked at $219K in Q3 2025.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.