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Beacon Pointe Advisors’s Progressive PGR Stock Holding History

Beacon Pointe 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 		$9.35M Buy
42,790
+12,303
+40% +$2.48M 0.04% 354
2026
Q1 		$6.04M Buy
30,487
+21,956
+257% +$4.53M 0.03% 428
2025
Q4 		$1.94M Sell
8,531
-1,945
-19% -$439K 0.01% 616
2025
Q3 		$2.59M Buy
10,476
+547
+6% +$135K 0.02% 491
2025
Q2 		$2.65M Buy
9,929
+1,375
+16% +$377K 0.03% 430
2025
Q1 		$2.42M Sell
8,554
-1,097
-11% -$287K 0.03% 429
2024
Q4 		$2.31M Sell
9,651
-1,132
-10% -$285K 0.03% 433
2024
Q3 		$2.74M Sell
10,783
-1,588
-13% -$369K 0.03% 406
2024
Q2 		$2.57M Sell
12,371
-1,136
-8% -$238K 0.03% 429
2024
Q1 		$2.79M Sell
13,507
-768
-5% -$142K 0.03% 423
2023
Q4 		$2.27M Sell
14,275
-2,816
-16% -$441K 0.03% 447
2023
Q3 		$2.38M Buy
17,091
+6,932
+68% +$912K 0.03% 429
2023
Q2 		$1.34M Sell
10,159
-235
-2% -$31.5K 0.02% 454
2023
Q1 		$1.49M Buy
10,394
+493
+5% +$68K 0.03% 459
2022
Q4 		$1.28M Buy
9,901
+5,159
+109% +$654K 0.02% 452
2022
Q3 		$550K Buy
4,742
+383
+9% +$46.1K 0.01% 607
2022
Q2 		$507K Sell
4,359
-968
-18% -$110K 0.01% 641
2022
Q1 		$607K Buy
5,327
+1,856
+53% +$201K 0.01% 757
2021
Q4 		$356K Sell
3,471
-182
-5% -$17.4K 0.01% 669
2021
Q3 		$330K Sell
3,653
-3,344
-48% -$319K 0.01% 670
2021
Q2 		$687K Buy
6,997
+4,329
+162% +$428K 0.02% 407
2021
Q1 		$254K Buy
2,668
+106
+4% +$9.63K 0.02% 429
2020
Q4 		$252K Buy
2,562
+114
+5% +$10.8K 0.02% 412
2020
Q3 		$232K Buy
+2,448
New +$220K 0.02% 342

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 Pointe Advisors's PGR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Progressive (PGR) stake by 40% in Q2 2026, buying an estimated $2.48M and bringing the position to 42,790 shares worth $9.35M. The position accounts for 0.04% of the portfolio, ranked #354.

Beacon Pointe Advisors first reported a position in PGR in Q3 2020 and has held it in 24 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beacon Pointe Advisors held 42,790 shares of Progressive worth $9.35M as of Q2 2026.
  • Beacon Pointe Advisors bought 12,303 Progressive shares in Q2 2026, an estimated $2.48M.
  • Progressive made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #354 holding.
  • Beacon Pointe Advisors first reported a position in Progressive in Q3 2020 and has held it in 24 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.