GoalVest Advisory’s Progressive PGR Stock Holding History

GoalVest 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	$15.3K	Buy	+70	New	+$14.1K	﹤0.01%	328
2026 Q1	–	Sell	-85	Closed	-$19.4K	–	527
2025 Q4	$19.4K	Sell	85 -5,827	-99%	-$1.32M	﹤0.01%	362
2025 Q3	$1.46M	Buy	5,912 +579	+11%	+$143K	0.31%	61
2025 Q2	$1.42M	Buy	5,333 +32	+0.6%	+$8.77K	0.35%	56
2025 Q1	$1.5M	Buy	5,301 +187	+4%	+$48.9K	0.41%	48
2024 Q4	$1.23M	Buy	+5,114	New	+$1.29M	0.34%	55
2022 Q2	–	Sell	-4	Closed	–	–	480
2022 Q1	$0	Buy	+4	New	+$433	﹤0.01%	472

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GoalVest Advisory's PGR Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Progressive (PGR) in Q2 2026: 70 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in PGR as recently as Q4 2025.

GoalVest Advisory first reported a position in PGR in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2025. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

GoalVest Advisory held 70 shares of Progressive worth $15.3K as of Q2 2026.
Progressive was a new GoalVest Advisory position in Q2 2026.
Progressive made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #328 holding.
GoalVest Advisory first reported a position in Progressive in Q1 2022 and has held it in 7 quarters since.
GoalVest Advisory's Progressive position peaked at $1.5M in Q1 2025.
1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.