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Global Wealth Strategies & Associates’s Progressive PGR Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-144
Closed -$28.5K – 349
2026
Q1 		$28.5K Buy
144
+6
+4% +$1.24K 0.01% 226
2025
Q4 		$31.4K Hold
138
– – 0.01% 198
2025
Q3 		$34K Hold
138
– – 0.01% 177
2025
Q2 		$36.7K Hold
138
– – 0.01% 129
2025
Q1 		$39K Buy
138
+75
+119% +$19.6K 0.01% 139
2024
Q4 		$15.1K Hold
63
– – ﹤0.01% 190
2024
Q3 		$16K Hold
63
– – 0.01% 154
2024
Q2 		$13.1K Hold
63
– – ﹤0.01% 154
2024
Q1 		$13K Hold
63
– – ﹤0.01% 158
2023
Q4 		$10K Hold
63
– – ﹤0.01% 167
2023
Q3 		$8.78K Hold
63
– – ﹤0.01% 171
2023
Q2 		$8.34K Hold
63
– – ﹤0.01% 177
2023
Q1 		$9.01K Hold
63
– – ﹤0.01% 173
2022
Q4 		$8.17K Buy
+63
New +$7.98K ﹤0.01% 167

Other funds holding PGR

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Global Wealth Strategies & Associates's PGR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Progressive (PGR) in Q2 2026, closing a stake of 144 shares — an estimated $28.5K sold.

Global Wealth Strategies & Associates first reported a position in PGR in Q4 2022 and held it in 14 quarters. The position peaked at $39K in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 144 Progressive shares in Q2 2026, an estimated $28.5K.
  • Global Wealth Strategies & Associates first reported a position in Progressive in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Progressive position peaked at $39K in Q1 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.