Claro Advisors’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$435K Buy
1,990
+22
+1% +$4.43K 0.05% 304
2026
Q1
$390K Buy
+1,968
New +$406K 0.05% 301
2025
Q2
Sell
-2,650
Closed -$750K 475
2025
Q1
$750K Sell
2,650
-20
-0.7% -$5.23K 0.1% 180
2024
Q4
$640K Sell
2,670
-282
-10% -$71K 0.09% 206
2024
Q3
$749K Buy
2,952
+1,593
+117% +$370K 0.1% 203
2024
Q2
$282K Sell
1,359
-36
-3% -$7.54K 0.04% 337
2024
Q1
$288K Buy
1,395
+33
+2% +$6.12K 0.05% 329
2023
Q4
$217K Sell
1,362
-144
-10% -$22.5K 0.05% 364
2023
Q3
$210K Buy
+1,506
New +$198K 0.05% 337
2023
Q2
Sell
-1,442
Closed -$206K 395
2023
Q1
$206K Buy
+1,442
New +$199K 0.06% 320
2020
Q1
Sell
-2,901
Closed -$210K 179
2019
Q4
$210K Buy
2,901
+41
+1% +$2.96K 0.16% 159
2019
Q3
$221K Sell
2,860
-122
-4% -$9.6K 0.2% 144
2019
Q2
$238K Hold
2,982
0.22% 133
2019
Q1
$215K Buy
2,982
+642
+27% +$44K 0.21% 135
2018
Q4
$166K Buy
+2,340
New +$156K 0.13% 155

Other funds holding PGR

Claro Advisors's PGR Position: Q2 2026 in Review

Claro Advisors increased its Progressive (PGR) stake by 1.1% in Q2 2026, buying an estimated $4.43K and bringing the position to 1,990 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #304.

Claro Advisors first reported a position in PGR in Q4 2018 and has held it in 15 quarters since. The position peaked at $750K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Claro Advisors held 1,990 shares of Progressive worth $435K as of Q2 2026.
  • Claro Advisors bought 22 Progressive shares in Q2 2026, an estimated $4.43K.
  • Progressive made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #304 holding.
  • Claro Advisors first reported a position in Progressive in Q4 2018 and has held it in 15 quarters since.
  • Claro Advisors's Progressive position peaked at $750K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.