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Capital A Wealth Management’s Progressive PGR Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-593
Closed -$168K – 734
2025
Q1 		$168K Sell
593
-905
-60% -$237K 0.18% 79
2024
Q4 		$359K Buy
+1,498
New +$377K 0.6% 36

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital A Wealth Management's PGR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Progressive (PGR) in Q2 2025, closing a stake of 593 shares — an estimated $168K sold.

Capital A Wealth Management first reported a position in PGR in Q4 2024 and held it in 2 quarters. The position peaked at $359K in Q4 2024. 1,905 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 593 Progressive shares in Q2 2025, an estimated $168K.
  • Capital A Wealth Management first reported a position in Progressive in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Progressive position peaked at $359K in Q4 2024.
  • 1,905 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.