GIA
PGR icon

Gladstone Institutional Advisory’s Progressive PGR Stock Holding History

Gladstone Institutional Advisory’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 		$376K Sell
1,720
-1,745
-50% -$352K 0.01% 678
2026
Q1 		$687K Sell
3,465
-1,570
-31% -$324K 0.03% 462
2025
Q4 		$1.15M Sell
5,035
-10,652
-68% -$2.41M 0.04% 349
2025
Q3 		$3.87M Buy
15,687
+2,958
+23% +$729K 0.15% 148
2025
Q2 		$3.4M Buy
12,729
+7,728
+155% +$2.12M 0.14% 163
2025
Q1 		$1.42M Buy
5,001
+3,312
+196% +$866K 0.07% 275
2024
Q4 		$405K Buy
+1,689
New +$425K 0.02% 520

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

Gladstone Institutional Advisory's PGR Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Progressive (PGR) stake by 50% in Q2 2026, selling an estimated $352K and leaving 1,720 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #678.

Gladstone Institutional Advisory first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q3 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Gladstone Institutional Advisory held 1,720 shares of Progressive worth $376K as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,745 Progressive shares in Q2 2026, an estimated $352K.
  • Progressive made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #678 holding.
  • Gladstone Institutional Advisory first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's Progressive position peaked at $3.87M in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.