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CWS Financial Advisors’s Progressive PGR Stock Holding History

CWS 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 		$953K Buy
4,362
+286
+7% +$57.6K 0.21% 70
2026
Q1 		$808K Sell
4,076
-23
-0.6% -$4.75K 0.21% 68
2025
Q4 		$933K Buy
4,099
+318
+8% +$71.8K 0.25% 55
2025
Q3 		$934K Buy
3,781
+211
+6% +$52K 0.26% 50
2025
Q2 		$953K Buy
3,570
+316
+10% +$86.6K 0.28% 47
2025
Q1 		$921K Hold
3,254
– – 0.29% 43
2024
Q4 		$780K Buy
3,254
+752
+30% +$189K 0.25% 45
2024
Q3 		$635K Hold
2,502
– – 0.22% 49
2024
Q2 		$520K Sell
2,502
-50
-2% -$10.5K 0.2% 54
2024
Q1 		$528K Sell
2,552
-4,591
-64% -$852K 0.22% 50
2023
Q4 		$1.14M Sell
7,143
-1,206
-14% -$189K 0.43% 34
2023
Q3 		$1.16M Hold
8,349
– – 0.47% 29
2023
Q2 		$1.11M Sell
8,349
-33
-0.4% -$4.42K 0.42% 31
2023
Q1 		$1.2M Sell
8,382
-827
-9% -$114K 0.48% 28
2022
Q4 		$880K Buy
9,209
+696
+8% +$88.2K 0.38% 46
2022
Q3 		$989K Sell
8,513
-12
-0.1% -$1.45K 0.47% 31
2022
Q2 		$991K Sell
8,525
-699
-8% -$79.3K 0.45% 33
2022
Q1 		$1.05M Hold
9,224
– – 0.4% 34
2021
Q4 		$947K Buy
+9,224
New +$880K 0.33% 51
2021
Q2 		$904K Hold
9,209
– – 0.36% 49
2021
Q1 		$880K Sell
9,209
-254
-3% -$23.1K 0.38% 46
2020
Q4 		$936K Sell
9,463
-121
-1% -$11.4K 0.54% 31
2020
Q3 		$907K Sell
9,584
-7
-0.1% -$629 0.6% 26
2020
Q2 		$768K Buy
9,591
+2,908
+44% +$227K 0.55% 32
2020
Q1 		$484K Hold
6,683
– – 0.36% 64
2019
Q4 		$484K Buy
+6,683
New +$482K 0.35% 65

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

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

CWS Financial Advisors increased its Progressive (PGR) stake by 7% in Q2 2026, buying an estimated $57.6K and bringing the position to 4,362 shares worth $953K. The position accounts for 0.21% of the portfolio, ranked #70.

CWS Financial Advisors first reported a position in PGR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.2M in Q1 2023. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • CWS Financial Advisors held 4,362 shares of Progressive worth $953K as of Q2 2026.
  • CWS Financial Advisors bought 286 Progressive shares in Q2 2026, an estimated $57.6K.
  • Progressive made up 0.21% of CWS Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • CWS Financial Advisors first reported a position in Progressive in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Progressive position peaked at $1.2M in Q1 2023.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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