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EverSource Wealth Advisors’s Progressive PGR Stock Holding History

EverSource Wealth 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 		$14.4M Sell
66,007
-2,126
-3% -$428K 0.49% 49
2026
Q1 		$13.5M Buy
68,133
+316
+0.5% +$65.2K 0.41% 58
2025
Q4 		$15.4M Sell
67,817
-265
-0.4% -$59.8K 0.57% 40
2025
Q3 		$16.8M Buy
68,082
+1,321
+2% +$326K 0.67% 32
2025
Q2 		$17.8M Buy
66,761
+691
+1% +$189K 0.8% 26
2025
Q1 		$18.7M Buy
66,070
+1,036
+2% +$271K 1.03% 21
2024
Q4 		$15.6M Buy
65,034
+533
+0.8% +$134K 0.88% 25
2024
Q3 		$16.4M Sell
64,501
-855
-1% -$199K 1.04% 22
2024
Q2 		$14M Sell
65,356
-2,227
-3% -$466K 0.93% 23
2024
Q1 		$14.1M Sell
67,583
-971
-1% -$180K 1.11% 19
2023
Q4 		$10.9M Sell
68,554
-20
-0% -$3.13K 1% 20
2023
Q3 		$9.55M Buy
68,574
+557
+0.8% +$73.3K 1.01% 19
2023
Q2 		$9M Buy
68,017
+724
+1% +$97.1K 0.99% 17
2023
Q1 		$9.63M Buy
67,293
+4,345
+7% +$599K 1.2% 15
2022
Q4 		$8.16M Buy
62,948
+61,601
+4,573% +$7.81M 1.24% 14
2022
Q3 		$157K Buy
1,347
+766
+132% +$92.2K 0.04% 335
2022
Q2 		$68K Sell
581
-116
-17% -$13.2K 0.02% 511
2022
Q1 		$79K Buy
697
+88
+14% +$9.52K 0.02% 384
2021
Q4 		$63K Buy
+609
New +$58.1K 0.02% 381

Other funds holding PGR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

EverSource Wealth Advisors's PGR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Progressive (PGR) stake by 3.1% in Q2 2026, selling an estimated $428K and leaving 66,007 shares worth $14.4M. The position accounts for 0.49% of the portfolio, ranked #49.

EverSource Wealth Advisors first reported a position in PGR in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.7M in Q1 2025. 804 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • EverSource Wealth Advisors held 66,007 shares of Progressive worth $14.4M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,126 Progressive shares in Q2 2026, an estimated $428K.
  • Progressive made up 0.49% of EverSource Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • EverSource Wealth Advisors first reported a position in Progressive in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Progressive position peaked at $18.7M in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.