AAS
PGR icon

Avantax Advisory Services’s Progressive PGR Stock Holding History

Avantax 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
2025
Q2 		$7.92M Buy
29,666
+760
+3% +$208K 0.04% 321
2025
Q1 		$8.18M Buy
28,906
+770
+3% +$201K 0.05% 292
2024
Q4 		$6.74M Sell
28,136
-3,642
-11% -$917K 0.04% 319
2024
Q3 		$8.06M Buy
31,778
+2,813
+10% +$654K 0.05% 277
2024
Q2 		$6.02M Buy
28,965
+15,875
+121% +$3.32M 0.04% 323
2024
Q1 		$2.71M Buy
13,090
+389
+3% +$72.2K 0.02% 457
2023
Q4 		$2.02M Buy
12,701
+351
+3% +$55K 0.02% 497
2023
Q3 		$1.72M Sell
12,350
-558
-4% -$73.4K 0.02% 506
2023
Q2 		$1.71M Buy
12,908
+6,983
+118% +$936K 0.02% 505
2023
Q1 		$848K Buy
5,925
+37
+0.6% +$5.1K 0.01% 713
2022
Q4 		$764K Buy
5,888
+1,778
+43% +$225K 0.01% 713
2022
Q3 		$478K Sell
4,110
-554
-12% -$66.7K 0.01% 795
2022
Q2 		$542K Buy
4,664
+107
+2% +$12.1K 0.01% 752
2022
Q1 		$519K Sell
4,557
-98
-2% -$10.6K 0.01% 776
2021
Q4 		$478K Buy
4,655
+963
+26% +$91.9K 0.01% 779
2021
Q3 		$337K Buy
3,692
+233
+7% +$22.2K 0.01% 875
2021
Q2 		$338K Buy
3,459
+332
+11% +$32.8K 0.01% 856
2021
Q1 		$297K Buy
3,127
+170
+6% +$15.4K 0.01% 813
2020
Q4 		$292K Sell
2,957
-12,193
-80% -$1.15M 0.01% 732
2020
Q3 		$1.43M Buy
+15,150
New +$1.36M 0.02% 428

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Advisory Services's PGR Position: Q2 2025 in Review

Avantax Advisory Services increased its Progressive (PGR) stake by 2.6% in Q2 2025, buying an estimated $208K and bringing the position to 29,666 shares worth $7.92M. The position accounts for 0.04% of the portfolio, ranked #321.

Avantax Advisory Services first reported a position in PGR in Q3 2020 and has held it in 20 quarters since. The position peaked at $8.18M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Avantax Advisory Services held 29,666 shares of Progressive worth $7.92M as of Q2 2025.
  • Avantax Advisory Services bought 760 Progressive shares in Q2 2025, an estimated $208K.
  • Progressive made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #321 holding.
  • Avantax Advisory Services first reported a position in Progressive in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's Progressive position peaked at $8.18M in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.