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Heritage Wealth Advisors’s Progressive PGR Stock Holding History

Heritage 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
Q1 		$32.7M Sell
164,920
-25,318
-13% -$5.23M 1.28% 21
2025
Q4 		$43.3M Buy
190,238
+3,965
+2% +$895K 1.65% 20
2025
Q3 		$46M Buy
186,273
+2,835
+2% +$699K 2.01% 17
2025
Q2 		$49M Sell
183,438
-795
-0.4% -$218K 2.32% 14
2025
Q1 		$52.1M Sell
184,233
-1,765
-0.9% -$462K 2.64% 14
2024
Q4 		$44.6M Sell
185,998
-11,283
-6% -$2.84M 2.21% 19
2024
Q3 		$50.1M Sell
197,281
-759
-0.4% -$176K 2.35% 17
2024
Q2 		$41.1M Buy
198,040
+1,644
+0.8% +$344K 1.86% 22
2024
Q1 		$40.6M Sell
196,396
-10,398
-5% -$1.93M 1.85% 23
2023
Q4 		$32.9M Sell
206,794
-23,964
-10% -$3.75M 1.64% 23
2023
Q3 		$32.1M Buy
230,758
+6,370
+3% +$838K 1.75% 21
2023
Q2 		$29.7M Buy
224,388
+3,470
+2% +$465K 1.57% 22
2023
Q1 		$31.6M Buy
220,918
+9,044
+4% +$1.25M 1.76% 21
2022
Q4 		$27.5M Buy
211,874
+7,550
+4% +$957K 1.59% 20
2022
Q3 		$23.7M Buy
204,324
+9,067
+5% +$1.09M 1.72% 20
2022
Q2 		$22.7M Buy
195,257
+11,552
+6% +$1.31M 1.58% 23
2022
Q1 		$20.9M Buy
183,705
+15,496
+9% +$1.68M 1.16% 22
2021
Q4 		$17.3M Buy
168,209
+15,218
+10% +$1.45M 0.95% 25
2021
Q3 		$13.8M Buy
152,991
+9,238
+6% +$880K 0.85% 29
2021
Q2 		$14.1M Buy
143,753
+18,336
+15% +$1.81M 0.87% 29
2021
Q1 		$12M Buy
125,417
+30,381
+32% +$2.76M 0.72% 31
2020
Q4 		$9.4M Buy
95,036
+461
+0.5% +$43.6K 0.59% 31
2020
Q3 		$8.95M Sell
94,575
-4,428
-4% -$398K 1.16% 25
2020
Q2 		$7.93M Buy
99,003
+33,917
+52% +$2.65M 1.11% 27
2020
Q1 		$4.81M Buy
65,086
+27,910
+75% +$2.15M 0.86% 25
2019
Q4 		$2.69M Buy
37,176
+8,668
+30% +$625K 0.36% 34
2019
Q3 		$2.2M Buy
28,508
+27,200
+2,080% +$2.14M 0.32% 35
2019
Q2 		$105K Buy
+1,308
New +$101K 0.02% 188

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Advisors's PGR Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Progressive (PGR) stake by 13% in Q1 2026, selling an estimated $5.23M and leaving 164,920 shares worth $32.7M. The position accounts for 1.28% of the portfolio, ranked #21.

Heritage Wealth Advisors first reported a position in PGR in Q2 2019 and has held it in 28 quarters since. The position peaked at $52.1M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Heritage Wealth Advisors held 164,920 shares of Progressive worth $32.7M as of Q1 2026.
  • Heritage Wealth Advisors sold 25,318 Progressive shares in Q1 2026, an estimated $5.23M.
  • Progressive made up 1.28% of Heritage Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Heritage Wealth Advisors first reported a position in Progressive in Q2 2019 and has held it in 28 quarters since.
  • Heritage Wealth Advisors's Progressive position peaked at $52.1M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.