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Clearstead Advisors’s Progressive PGR Stock Holding History

Clearstead 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 		$19.3M Buy
88,432
+6,227
+8% +$1.25M 0.18% 109
2026
Q1 		$16.3M Sell
82,205
-2,283
-3% -$471K 0.15% 121
2025
Q4 		$19.2M Buy
84,488
+451
+0.5% +$102K 0.24% 89
2025
Q3 		$20.8M Sell
84,037
-6,512
-7% -$1.61M 0.27% 80
2025
Q2 		$24.2M Buy
90,549
+891
+1% +$244K 0.34% 59
2025
Q1 		$25.4M Sell
89,658
-275
-0.3% -$71.9K 0.39% 55
2024
Q4 		$21.5M Sell
89,933
-903
-1% -$227K 0.33% 69
2024
Q3 		$23.1M Buy
90,836
+329
+0.4% +$76.5K 0.36% 59
2024
Q2 		$18.8M Buy
90,507
+8,235
+10% +$1.72M 0.32% 67
2024
Q1 		$17.5M Buy
82,272
+6,171
+8% +$1.14M 0.87% 24
2023
Q4 		$12.1M Sell
76,101
-83,241
-52% -$13M 0.64% 32
2023
Q3 		$22.2M Buy
159,342
+81,729
+105% +$10.8M 0.64% 35
2023
Q2 		$10.3M Sell
77,613
-323
-0.4% -$43.3K 0.62% 36
2023
Q1 		$11.1M Sell
77,936
-758
-1% -$105K 0.81% 23
2022
Q4 		$10.2M Sell
78,694
-2,202
-3% -$279K 0.8% 26
2022
Q3 		$9.4M Buy
80,896
+143
+0.2% +$17.2K 0.87% 23
2022
Q2 		$9.39M Buy
80,753
+2,008
+3% +$228K 0.73% 32
2022
Q1 		$8.98M Sell
78,745
-211
-0.3% -$22.8K 0.61% 35
2021
Q4 		$8.11M Sell
78,956
-2,024
-2% -$193K 0.55% 37
2021
Q3 		$7.32M Buy
80,980
+5,392
+7% +$514K 0.55% 37
2021
Q2 		$7.42M Buy
75,588
+16
+0% +$1.58K 0.57% 35
2021
Q1 		$7.22M Sell
75,572
-2,234
-3% -$203K 0.6% 35
2020
Q4 		$7.69M Buy
77,806
+215
+0.3% +$20.3K 0.7% 33
2020
Q3 		$7.35M Sell
77,591
-2,891
-4% -$260K 0.79% 26
2020
Q2 		$6.45M Sell
80,482
-5,000
-6% -$390K 0.75% 31
2020
Q1 		$6.31M Sell
85,482
-5,115
-6% -$394K 0.92% 19
2019
Q4 		$6.56M Sell
90,597
-1,901
-2% -$137K 0.8% 29
2019
Q3 		$7.14M Buy
92,498
+4,654
+5% +$366K 0.96% 19
2019
Q2 		$7.02M Sell
87,844
-1,050
-1% -$81.2K 0.94% 20
2019
Q1 		$6.41M Sell
88,894
-2,025
-2% -$139K 0.88% 21
2018
Q4 		$5.49M Sell
90,919
-1,400
-2% -$93.1K 0.85% 25
2018
Q3 		$6.56M Buy
92,319
+1,025
+1% +$65.9K 0.9% 20
2018
Q2 		$5.4M Sell
91,294
-2,975
-3% -$182K 0.77% 22
2018
Q1 		$5.74M Sell
94,269
-1,635
-2% -$93.4K 0.83% 22
2017
Q4 		$5.4M Buy
95,904
+2,000
+2% +$103K 0.73% 26
2017
Q3 		$4.55M Buy
93,904
+312
+0.3% +$14.6K 0.59% 37
2017
Q2 		$4.13M Sell
93,592
-18,245
-16% -$758K 0.6% 38
2017
Q1 		$4.38M Sell
111,837
-150
-0.1% -$5.72K 0.64% 32
2016
Q4 		$3.98M Buy
+111,987
New +$3.7M 0.64% 36

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Clearstead Advisors's PGR Position: Q2 2026 in Review

Clearstead Advisors increased its Progressive (PGR) stake by 7.6% in Q2 2026, buying an estimated $1.25M and bringing the position to 88,432 shares worth $19.3M. The position accounts for 0.18% of the portfolio, ranked #109.

Clearstead Advisors first reported a position in PGR in Q4 2016 and has held it in 39 quarters since. The position peaked at $25.4M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Clearstead Advisors held 88,432 shares of Progressive worth $19.3M as of Q2 2026.
  • Clearstead Advisors bought 6,227 Progressive shares in Q2 2026, an estimated $1.25M.
  • Progressive made up 0.18% of Clearstead Advisors's portfolio in Q2 2026, its #109 holding.
  • Clearstead Advisors first reported a position in Progressive in Q4 2016 and has held it in 39 quarters since.
  • Clearstead Advisors's Progressive position peaked at $25.4M in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.