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Atria Wealth Solutions’s Progressive PGR Stock Holding History

Atria Wealth Solutions’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
Q2 		$5.73M Buy
21,549
+3,439
+19% +$943K 0.13% 188
2025
Q1 		$5.13M Sell
18,110
-1,766
-9% -$462K 0.06% 330
2024
Q4 		$4.76M Sell
19,876
-9,301
-32% -$2.34M 0.05% 363
2024
Q3 		$7.4M Buy
29,177
+7,432
+34% +$1.73M 0.08% 263
2024
Q2 		$4.52M Sell
21,745
-14
-0.1% -$2.93K 0.05% 362
2024
Q1 		$4.5M Buy
21,759
+5,709
+36% +$1.06M 0.05% 368
2023
Q4 		$2.56M Sell
16,050
-2,819
-15% -$441K 0.03% 526
2023
Q3 		$2.63M Sell
18,869
-19
-0.1% -$2.5K 0.04% 474
2023
Q2 		$2.5M Sell
18,888
-11,625
-38% -$1.56M 0.03% 500
2023
Q1 		$4.37M Sell
30,513
-5,265
-15% -$726K 0.06% 299
2022
Q4 		$4.64M Buy
35,778
+18,388
+106% +$2.33M 0.07% 267
2022
Q3 		$2.02M Buy
17,390
+2,342
+16% +$282K 0.03% 477
2022
Q2 		$1.75M Sell
15,048
-26
-0.2% -$2.95K 0.03% 495
2022
Q1 		$1.72M Buy
+15,074
New +$1.63M 0.03% 526

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Atria Wealth Solutions's PGR Position: Q2 2025 in Review

Atria Wealth Solutions increased its Progressive (PGR) stake by 19% in Q2 2025, buying an estimated $943K and bringing the position to 21,549 shares worth $5.73M. The position accounts for 0.13% of the portfolio, ranked #188.

Atria Wealth Solutions first reported a position in PGR in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.4M in Q3 2024. 1,908 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Atria Wealth Solutions held 21,549 shares of Progressive worth $5.73M as of Q2 2025.
  • Atria Wealth Solutions bought 3,439 Progressive shares in Q2 2025, an estimated $943K.
  • Progressive made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #188 holding.
  • Atria Wealth Solutions first reported a position in Progressive in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Progressive position peaked at $7.4M in Q3 2024.
  • 1,908 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.