AWE
PGR icon

Avidian Wealth Enterprises’s Progressive PGR Stock Holding History

Avidian Wealth Enterprises’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 		$201K Buy
+920
New +$185K 0.01% 708
2025
Q4 		– Sell
-838
Closed -$207K – 595
2025
Q3 		$207K Sell
838
-56
-6% -$13.8K 0.01% 552
2025
Q2 		$239K Sell
894
-7
-0.8% -$1.92K 0.01% 490
2025
Q1 		$255K Buy
+901
New +$236K 0.01% 451

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

Avidian Wealth Enterprises's PGR Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Progressive (PGR) in Q2 2026: 920 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in PGR as recently as Q3 2025.

Avidian Wealth Enterprises first reported a position in PGR in Q1 2025 and has held it in 4 quarters since. The position peaked at $255K in Q1 2025. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Avidian Wealth Enterprises held 920 shares of Progressive worth $201K as of Q2 2026.
  • Progressive was a new Avidian Wealth Enterprises position in Q2 2026.
  • Progressive made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #708 holding.
  • Avidian Wealth Enterprises first reported a position in Progressive in Q1 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's Progressive position peaked at $255K in Q1 2025.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.