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Evernest Financial Advisors’s Progressive PGR Stock Holding History

Evernest 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 		$204K Buy
+934
New +$188K 0.04% 185
2025
Q4 		– Sell
-1,202
Closed -$297K – 199
2025
Q3 		$297K Hold
1,202
– – 0.08% 152
2025
Q2 		$321K Buy
1,202
+270
+29% +$74K 0.1% 138
2025
Q1 		$264K Sell
932
-137
-13% -$35.8K 0.09% 135
2024
Q4 		$256K Buy
1,069
+137
+15% +$34.5K 0.07% 139
2024
Q3 		$237K Buy
+932
New +$217K 0.06% 144

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

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

Evernest Financial Advisors opened a new position in Progressive (PGR) in Q2 2026: 934 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings. This is a return to the name: Evernest Financial Advisors previously reported a position in PGR as recently as Q3 2025.

Evernest Financial Advisors first reported a position in PGR in Q3 2024 and has held it in 6 quarters since. The position peaked at $321K in Q2 2025. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Evernest Financial Advisors held 934 shares of Progressive worth $204K as of Q2 2026.
  • Progressive was a new Evernest Financial Advisors position in Q2 2026.
  • Progressive made up 0.04% of Evernest Financial Advisors's portfolio in Q2 2026, its #185 holding.
  • Evernest Financial Advisors first reported a position in Progressive in Q3 2024 and has held it in 6 quarters since.
  • Evernest Financial Advisors's Progressive position peaked at $321K in Q2 2025.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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