AWA
PGR icon

Arkadios Wealth Advisors’s Progressive PGR Stock Holding History

Arkadios 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 		$4.98M Buy
25,098
+1,714
+7% +$354K 0.08% 261
2025
Q4 		$5.32M Buy
23,384
+888
+4% +$201K 0.1% 211
2025
Q3 		$5.56M Buy
22,496
+18,558
+471% +$4.57M 0.13% 175
2025
Q2 		$1.05M Buy
3,938
+703
+22% +$193K 0.03% 559
2025
Q1 		$916K Sell
3,235
-330
-9% -$86.3K 0.03% 491
2024
Q4 		$854K Buy
3,565
+318
+10% +$80.1K 0.05% 369
2024
Q3 		$824K Buy
3,247
+1,728
+114% +$402K 0.05% 375
2024
Q2 		$315K Buy
1,519
+288
+23% +$60.3K 0.02% 618
2024
Q1 		$255K Sell
1,231
-146
-11% -$27.1K 0.02% 587
2023
Q4 		$219K Sell
1,377
-257
-16% -$40.2K 0.02% 623
2023
Q3 		$228K Buy
+1,634
New +$215K 0.02% 583
2022
Q1 		– Sell
-4,971
Closed -$510K – 620
2021
Q4 		$510K Buy
4,971
+2,163
+77% +$206K 0.07% 318
2021
Q3 		$253K Sell
2,808
-4,016
-59% -$383K 0.04% 444
2021
Q2 		$670K Buy
6,824
+6,427
+1,619% +$636K 0.08% 270
2021
Q1 		$38K Buy
397
+319
+409% +$29K 0.01% 772
2020
Q4 		$7K Sell
78
-124
-61% -$11.7K ﹤0.01% 1048
2020
Q3 		$19.5K Buy
202
+4
+2% +$360 0.01% 607
2020
Q2 		$16.7K Buy
198
+117
+144% +$9.13K 0.01% 577
2020
Q1 		$5.98K Sell
81
-8
-9% -$617 ﹤0.01% 748
2019
Q4 		$7.46K Buy
+89
New +$6.42K ﹤0.01% 640

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

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

Arkadios Wealth Advisors increased its Progressive (PGR) stake by 7.3% in Q1 2026, buying an estimated $354K and bringing the position to 25,098 shares worth $4.98M. The position accounts for 0.08% of the portfolio, ranked #261.

Arkadios Wealth Advisors first reported a position in PGR in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.56M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Arkadios Wealth Advisors held 25,098 shares of Progressive worth $4.98M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,714 Progressive shares in Q1 2026, an estimated $354K.
  • Progressive made up 0.08% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #261 holding.
  • Arkadios Wealth Advisors first reported a position in Progressive in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's Progressive position peaked at $5.56M in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.