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Beacon Financial Advisory’s Progressive PGR Stock Holding History

Beacon Financial Advisory’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 		$288K Sell
1,318
-43
-3% -$8.67K 0.06% 339
2026
Q1 		$270K Buy
+1,361
New +$281K 0.06% 324
2025
Q4 		– Sell
-1,320
Closed -$326K – 393
2025
Q3 		$326K Sell
1,320
-89
-6% -$21.9K 0.08% 280
2025
Q2 		$376K Buy
1,409
+13
+0.9% +$3.56K 0.1% 238
2025
Q1 		$395K Buy
1,396
+88
+7% +$23K 0.12% 197
2024
Q4 		$313K Buy
1,308
+29
+2% +$7.3K 0.1% 218
2024
Q3 		$324K Buy
1,279
+34
+3% +$7.91K 0.11% 206
2024
Q2 		$259K Buy
1,245
+27
+2% +$5.65K 0.1% 232
2024
Q1 		$252K Sell
1,218
-290
-19% -$53.8K 0.12% 204
2023
Q4 		$240K Buy
+1,508
New +$236K 0.12% 217

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

Beacon Financial Advisory's PGR Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Progressive (PGR) stake by 3.2% in Q2 2026, selling an estimated $8.67K and leaving 1,318 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #339.

Beacon Financial Advisory first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $395K in Q1 2025. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beacon Financial Advisory held 1,318 shares of Progressive worth $288K as of Q2 2026.
  • Beacon Financial Advisory sold 43 Progressive shares in Q2 2026, an estimated $8.67K.
  • Progressive made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #339 holding.
  • Beacon Financial Advisory first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
  • Beacon Financial Advisory's Progressive position peaked at $395K in Q1 2025.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.