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FSM Wealth Advisors’s Progressive PGR Stock Holding History

FSM 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 		$6.79M Sell
31,079
-707
-2% -$142K 0.72% 26
2026
Q1 		$6.3M Buy
31,786
+265
+0.8% +$54.7K 0.81% 24
2025
Q4 		$7.18M Buy
31,521
+878
+3% +$198K 0.98% 23
2025
Q3 		$7.57M Buy
30,643
+167
+0.5% +$41.2K 1.07% 21
2025
Q2 		$7.73M Buy
30,476
+28,698
+1,614% +$7.87M 1.26% 20
2025
Q1 		$503K Buy
1,778
+114
+7% +$29.8K 0.11% 107
2024
Q4 		$409K Buy
1,664
+61
+4% +$15.4K 0.1% 115
2024
Q3 		$407K Buy
1,603
+74
+5% +$17.2K 0.11% 110
2024
Q2 		$318K Buy
1,529
+16
+1% +$3.35K 0.11% 110
2024
Q1 		$313K Sell
1,513
-83
-5% -$15.4K 0.11% 116
2023
Q4 		$254K Buy
1,596
+117
+8% +$18.3K 0.11% 127
2023
Q3 		$206K Buy
+1,479
New +$195K 0.1% 139

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

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

FSM Wealth Advisors reduced its Progressive (PGR) stake by 2.2% in Q2 2026, selling an estimated $142K and leaving 31,079 shares worth $6.79M. The position accounts for 0.72% of the portfolio, ranked #26.

FSM Wealth Advisors first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.73M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • FSM Wealth Advisors held 31,079 shares of Progressive worth $6.79M as of Q2 2026.
  • FSM Wealth Advisors sold 707 Progressive shares in Q2 2026, an estimated $142K.
  • Progressive made up 0.72% of FSM Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • FSM Wealth Advisors first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
  • FSM Wealth Advisors's Progressive position peaked at $7.73M in Q2 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.