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Carolina Wealth Advisors’s Progressive PGR Stock Holding History

Carolina Wealth 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 		$13.3K Hold
61
– – 0.01% 176
2026
Q1 		$12.1K Hold
61
– – 0.01% 168
2025
Q4 		$13.9K Hold
61
– – 0.01% 166
2025
Q3 		$15.1K Sell
61
-303
-83% -$74.7K 0.01% 153
2025
Q2 		$97.1K Buy
364
+278
+323% +$76.2K 0.05% 76
2025
Q1 		$24.3K Buy
86
+25
+41% +$6.54K 0.01% 110
2024
Q4 		$14.6K Hold
61
– – 0.01% 134
2024
Q3 		$15.5K Buy
+61
New +$14.2K 0.01% 148

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

Carolina Wealth Advisors's PGR Position: Q2 2026 in Review

Carolina Wealth Advisors 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 #176.

Carolina Wealth Advisors first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $97.1K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Carolina Wealth Advisors held 61 shares of Progressive worth $13.3K as of Q2 2026.
  • Carolina Wealth Advisors left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Carolina Wealth Advisors first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • Carolina Wealth Advisors's Progressive position peaked at $97.1K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.