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Avion Wealth’s Progressive PGR Stock Holding History

Avion 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 		$30K Buy
141
+35
+33% +$7.05K 0.01% 318
2026
Q1 		$21K Sell
106
-20
-16% -$4.13K ﹤0.01% 324
2025
Q4 		$28K Sell
126
-6
-5% -$1.35K 0.01% 285
2025
Q3 		$32K Buy
132
+1
+0.8% +$247 0.01% 275
2025
Q2 		$34K Buy
131
+30
+30% +$8.22K 0.01% 244
2025
Q1 		$24K Hold
101
– – 0.01% 270
2024
Q4 		$24K Buy
101
+32
+46% +$8.06K 0.01% 270
2024
Q3 		$17K Buy
69
+13
+23% +$3.02K ﹤0.01% 282
2024
Q2 		$11K Buy
56
+10
+22% +$2.09K ﹤0.01% 318
2024
Q1 		$10K Buy
46
+9
+24% +$1.67K ﹤0.01% 316
2023
Q4 		$6K Buy
37
+23
+164% +$3.6K ﹤0.01% 378
2023
Q3 		$1K Sell
14
-4
-22% -$526 ﹤0.01% 699
2023
Q2 		$1K Buy
18
+2
+13% +$268 ﹤0.01% 630
2023
Q1 		$2K Buy
+16
New +$2.21K ﹤0.01% 394

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

Avion Wealth's PGR Position: Q2 2026 in Review

Avion Wealth increased its Progressive (PGR) stake by 33% in Q2 2026, buying an estimated $7.05K and bringing the position to 141 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #318.

Avion Wealth first reported a position in PGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $34K in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Avion Wealth held 141 shares of Progressive worth $30K as of Q2 2026.
  • Avion Wealth bought 35 Progressive shares in Q2 2026, an estimated $7.05K.
  • Progressive made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #318 holding.
  • Avion Wealth first reported a position in Progressive in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Progressive position peaked at $34K in Q2 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.