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Beaumont Financial Advisors’s Progressive PGR Stock Holding History

Beaumont Financial 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 		$1.29M Buy
5,892
+54
+0.9% +$10.9K 0.08% 145
2026
Q1 		$1.16M Buy
5,838
+140
+2% +$28.9K 0.08% 150
2025
Q4 		$1.3M Sell
5,698
-14,832
-72% -$3.35M 0.09% 141
2025
Q3 		$5.07M Buy
20,530
+1,805
+10% +$445K 0.34% 56
2025
Q2 		$5M Buy
18,725
+2,475
+15% +$678K 0.36% 54
2025
Q1 		$4.6M Buy
16,250
+13,122
+420% +$3.43M 0.36% 56
2024
Q4 		$750K Buy
3,128
+7
+0.2% +$1.76K 0.06% 175
2024
Q3 		$792K Buy
3,121
+60
+2% +$13.9K 0.06% 165
2024
Q2 		$636K Buy
3,061
+109
+4% +$22.8K 0.05% 189
2024
Q1 		$611K Sell
2,952
-19
-0.6% -$3.52K 0.05% 185
2023
Q4 		$473K Buy
2,971
+55
+2% +$8.61K 0.04% 202
2023
Q3 		$406K Buy
2,916
+1,329
+84% +$175K 0.04% 202
2023
Q2 		$210K Buy
1,587
+37
+2% +$4.96K 0.02% 320
2023
Q1 		$222K Hold
1,550
– – 0.02% 292
2022
Q4 		$201K Buy
+1,550
New +$196K 0.02% 305
2022
Q1 		– Sell
-100,327
Closed -$10.3M – 378
2021
Q4 		$10.3M Buy
100,327
+5,451
+6% +$520K 0.75% 41
2021
Q3 		$8.58M Buy
94,876
+30,907
+48% +$2.95M 0.66% 46
2021
Q2 		$6.28M Buy
63,969
+1,230
+2% +$122K 0.48% 51
2021
Q1 		$6M Buy
62,739
+2,617
+4% +$238K 0.51% 57
2020
Q4 		$5.95M Buy
60,122
+46,286
+335% +$4.38M 0.53% 64
2020
Q3 		$1.31M Buy
13,836
+3,650
+36% +$328K 0.13% 115
2020
Q2 		$816K Buy
+10,186
New +$795K 0.09% 150

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

Beaumont Financial Advisors's PGR Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Progressive (PGR) stake by 0.92% in Q2 2026, buying an estimated $10.9K and bringing the position to 5,892 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #145.

Beaumont Financial Advisors first reported a position in PGR in Q2 2020 and has held it in 22 quarters since. The position peaked at $10.3M in Q4 2021. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beaumont Financial Advisors held 5,892 shares of Progressive worth $1.29M as of Q2 2026.
  • Beaumont Financial Advisors bought 54 Progressive shares in Q2 2026, an estimated $10.9K.
  • Progressive made up 0.08% of Beaumont Financial Advisors's portfolio in Q2 2026, its #145 holding.
  • Beaumont Financial Advisors first reported a position in Progressive in Q2 2020 and has held it in 22 quarters since.
  • Beaumont Financial Advisors's Progressive position peaked at $10.3M in Q4 2021.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.