B. Riley Wealth Advisors’s Progressive PGR Stock Holding History

B. Riley Wealth Advisors’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	$1.05M	Sell	4,783 -694	-13%	-$140K	0.06%	302
2026 Q1	$1.1M	Buy	5,477 +2,055	+60%	+$424K	0.07%	266
2025 Q4	$779K	Sell	3,422 -1,291	-27%	-$292K	0.04%	400
2025 Q3	$1.16M	Sell	4,713 -425	-8%	-$105K	0.05%	310
2025 Q2	$1.37M	Buy	+5,138	New	+$1.41M	0.06%	280
2024 Q4	$1.13M	Sell	4,716 -306	-6%	-$77K	0.04%	414
2024 Q3	$1.27M	Sell	5,022 -1,361	-21%	-$316K	0.04%	439
2024 Q2	$1.33M	Sell	6,383 -1,589	-20%	-$333K	0.03%	451
2024 Q1	$1.11M	Buy	7,972 +537	+7%	+$99.6K	0.03%	493
2023 Q4	$1.18M	Sell	7,435 -537	-7%	-$84.1K	0.03%	475
2023 Q3	$1.11M	Buy	7,972 +675	+9%	+$88.8K	0.03%	493
2023 Q2	$966K	Sell	7,297 -3,743	-34%	-$502K	0.02%	584
2023 Q1	$1.58M	Buy	11,040 +3,273	+42%	+$451K	0.04%	415
2022 Q4	$1.01M	Buy	7,767 +699	+10%	+$88.6K	0.03%	531
2022 Q3	$823K	Buy	7,068 +2,870	+68%	+$346K	0.02%	567
2022 Q2	$489K	Sell	4,198 -1,058	-20%	-$120K	0.02%	667
2022 Q1	$600K	Sell	5,256 -5,278	-50%	-$571K	0.02%	663
2021 Q4	$1.08M	Buy	10,534 +769	+8%	+$73.4K	0.03%	504
2021 Q3	$884K	Buy	9,765 +2,269	+30%	+$216K	0.03%	560
2021 Q2	$736K	Buy	7,496 +3,390	+83%	+$335K	0.02%	621
2021 Q1	$394K	Sell	4,106 -3,070	-43%	-$279K	0.01%	850
2020 Q4	$710K	Sell	7,176 -1,371	-16%	-$130K	0.04%	428
2020 Q3	$809K	Buy	8,547 +48	+0.6%	+$4.31K	0.04%	368
2020 Q2	$683K	Buy	8,499 +350	+4%	+$27.3K	0.05%	360
2020 Q1	$604K	Buy	8,149 +581	+8%	+$44.8K	0.05%	345
2019 Q4	$548K	Buy	7,568 +1,629	+27%	+$117K	0.05%	404
2019 Q3	$460K	Sell	5,939 -106	-2%	-$8.34K	0.05%	434
2019 Q2	$484K	Sell	6,045 -268	-4%	-$20.7K	0.05%	389
2019 Q1	$456K	Buy	6,313 +234	+4%	+$16K	0.06%	367
2018 Q4	$368K	Sell	6,079 -302	-5%	-$20.1K	0.05%	379
2018 Q3	$454K	Buy	6,381 +446	+8%	+$28.7K	0.05%	372
2018 Q2	$353K	Buy	+5,935	New	+$363K	0.05%	409
2015 Q1	–	Sell	-65	Closed	-$2	–	1583
2014 Q4	$2	Buy	+65	New	+$1.71K	﹤0.01%	3419

Other funds holding PGR

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

B. Riley Wealth Advisors's PGR Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Progressive (PGR) stake by 13% in Q2 2026, selling an estimated $140K and leaving 4,783 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #302.

B. Riley Wealth Advisors first reported a position in PGR in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.58M in Q1 2023. 542 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

B. Riley Wealth Advisors held 4,783 shares of Progressive worth $1.05M as of Q2 2026.
B. Riley Wealth Advisors sold 694 Progressive shares in Q2 2026, an estimated $140K.
Progressive made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #302 holding.
B. Riley Wealth Advisors first reported a position in Progressive in Q4 2014 and has held it in 33 quarters since.
B. Riley Wealth Advisors's Progressive position peaked at $1.58M in Q1 2023.
542 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.