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HCR Wealth Advisors’s Progressive PGR Stock Holding History

HCR 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 		$720K Buy
3,296
+1,722
+109% +$347K 0.06% 138
2026
Q1 		$312K Hold
1,574
– – 0.03% 195
2025
Q4 		$358K Buy
1,574
+81
+5% +$18.3K 0.04% 184
2025
Q3 		$364K Sell
1,493
-3
-0.2% -$740 0.04% 176
2025
Q2 		$399K Sell
1,496
-22
-1% -$6.03K 0.05% 162
2025
Q1 		$430K Buy
1,518
+8
+0.5% +$2.09K 0.06% 153
2024
Q4 		$362K Buy
1,510
+3
+0.2% +$755 0.05% 169
2024
Q3 		$382K Hold
1,507
– – 0.05% 163
2024
Q2 		$313K Hold
1,507
– – 0.04% 171
2024
Q1 		$312K Hold
1,507
– – 0.05% 167
2023
Q4 		$240K Buy
+1,507
New +$236K 0.04% 175

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

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

HCR Wealth Advisors increased its Progressive (PGR) stake by 109% in Q2 2026, buying an estimated $347K and bringing the position to 3,296 shares worth $720K. The position accounts for 0.06% of the portfolio, ranked #138.

HCR Wealth Advisors first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • HCR Wealth Advisors held 3,296 shares of Progressive worth $720K as of Q2 2026.
  • HCR Wealth Advisors bought 1,722 Progressive shares in Q2 2026, an estimated $347K.
  • Progressive made up 0.06% of HCR Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • HCR Wealth Advisors first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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