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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CWS Financial Advisors's PGR Position: Q1 2026 in Review

CWS Financial Advisors reduced its Progressive (PGR) stake by 0.56% in Q1 2026, selling an estimated $4.75K and leaving 4,076 shares worth $808K. The position accounts for 0.21% of the portfolio, ranked #68.

CWS Financial Advisors first reported a position in PGR in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.2M in Q1 2023. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • CWS Financial Advisors held 4,076 shares of Progressive worth $808K as of Q1 2026.
  • CWS Financial Advisors sold 23 Progressive shares in Q1 2026, an estimated $4.75K.
  • Progressive made up 0.21% of CWS Financial Advisors's portfolio in Q1 2026, its #68 holding.
  • CWS Financial Advisors first reported a position in Progressive in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Progressive position peaked at $1.2M in Q1 2023.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.