HWA
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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
Q2 		$37.1M Buy
169,958
+5,038
+3% +$1.02M 1.27% 20
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 $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

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

Heritage Wealth Advisors increased its Progressive (PGR) stake by 3.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 169,958 shares worth $37.1M. The position accounts for 1.27% of the portfolio, ranked #20.

Heritage Wealth Advisors first reported a position in PGR in Q2 2019 and has held it in 29 quarters since. The position peaked at $52.1M in Q1 2025. 1,820 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Heritage Wealth Advisors held 169,958 shares of Progressive worth $37.1M as of Q2 2026.
  • Heritage Wealth Advisors bought 5,038 Progressive shares in Q2 2026, an estimated $1.02M.
  • Progressive made up 1.27% of Heritage Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Heritage Wealth Advisors first reported a position in Progressive in Q2 2019 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's Progressive position peaked at $52.1M in Q1 2025.
  • 1,820 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.