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Aventura Private Wealth’s Progressive PGR Stock Holding History

Aventura Private Wealth’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
Q2 		$984K Buy
4,505
+43
+1% +$8.67K 0.3% 63
2026
Q1 		$885K Sell
4,462
-625
-12% -$129K 0.32% 59
2025
Q4 		$1.16M Sell
5,087
-328
-6% -$74.1K 0.42% 47
2025
Q3 		$1.34M Buy
5,415
+38
+0.7% +$9.37K 0.49% 40
2025
Q2 		$1.44M Sell
5,377
-240
-4% -$65.8K 0.62% 33
2025
Q1 		$1.59M Buy
5,617
+296
+6% +$77.4K 0.83% 20
2024
Q4 		$1.27M Buy
+5,321
New +$1.34M 0.69% 29

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aventura Private Wealth's PGR Position: Q2 2026 in Review

Aventura Private Wealth increased its Progressive (PGR) stake by 0.96% in Q2 2026, buying an estimated $8.67K and bringing the position to 4,505 shares worth $984K. The position accounts for 0.3% of the portfolio, ranked #63.

Aventura Private Wealth first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Aventura Private Wealth held 4,505 shares of Progressive worth $984K as of Q2 2026.
  • Aventura Private Wealth bought 43 Progressive shares in Q2 2026, an estimated $8.67K.
  • Progressive made up 0.3% of Aventura Private Wealth's portfolio in Q2 2026, its #63 holding.
  • Aventura Private Wealth first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Progressive position peaked at $1.59M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.