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Beacon Investment Advisory Services’s Progressive PGR Stock Holding History

Beacon Investment Advisory Services’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 		$13.3K Hold
61
– – ﹤0.01% 600
2026
Q1 		$12.1K Buy
+61
New +$12.6K ﹤0.01% 618

Other funds holding PGR

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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 Investment Advisory Services's PGR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Progressive (PGR) position steady in Q2 2026 at 61 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Beacon Investment Advisory Services first reported a position in PGR in Q1 2026 and has held it in 2 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beacon Investment Advisory Services held 61 shares of Progressive worth $13.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its Progressive share count unchanged in Q2 2026.
  • Progressive made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #600 holding.
  • Beacon Investment Advisory Services first reported a position in Progressive in Q1 2026 and has held it in 2 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.