IBEX Wealth Advisors’s Progressive PGR Stock Holding History

IBEX 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	$4.06M	Buy	18,589 +1,243	+7%	+$251K	0.32%	77
2026 Q1	$3.44M	Buy	+17,346	New	+$3.58M	0.32%	73
2025 Q4	–	Sell	-19,047	Closed	-$4.7M	–	182
2025 Q3	$4.7M	Buy	19,047 +1,018	+6%	+$251K	0.45%	73
2025 Q2	$4.81M	Buy	18,029 +5,546	+44%	+$1.52M	0.51%	65
2025 Q1	$3.53M	Buy	+12,483	New	+$3.26M	0.47%	67
2024 Q3	–	Sell	-91	Closed	-$18.9K	–	225
2024 Q2	$18.9K	Buy	+91	New	+$19K	﹤0.01%	199
2022 Q2	–	Sell	-11,427	Closed	-$1.3M	–	176
2022 Q1	$1.3M	Sell	11,427 -207	-2%	-$22.4K	0.25%	95
2021 Q4	$1.19M	Sell	11,634 -939	-7%	-$89.6K	0.21%	106
2021 Q3	$1.14M	Sell	12,573 -1,976	-14%	-$188K	0.22%	106
2021 Q2	$1.43M	Buy	14,549 +9	+0.1%	+$890	0.29%	101
2021 Q1	$1.39M	Buy	14,540 +61	+0.4%	+$5.54K	0.34%	89
2020 Q4	$1.43M	Buy	14,479 +122	+0.8%	+$11.5K	0.37%	83
2020 Q3	$1.36M	Buy	14,357 +10	+0.1%	+$899	0.39%	77
2020 Q2	$1.15M	Sell	14,347 -257	-2%	-$20.1K	0.37%	80
2020 Q1	$1.08M	Buy	14,604 +198	+1%	+$15.3K	0.42%	75
2019 Q4	$1.04M	Buy	+14,406	New	+$1.04M	0.32%	83
2019 Q3	–	Sell	-40,761	Closed	-$3.26M	–	306
2019 Q2	$3.26M	Buy	40,761 +3,655	+10%	+$283K	0.94%	38
2019 Q1	$2.67M	Buy	37,106 +5,007	+16%	+$343K	0.94%	40
2018 Q4	$1.94M	Sell	32,099 -28,191	-47%	-$1.88M	0.88%	41
2018 Q3	$4.26M	Buy	+60,290	New	+$3.88M	1.53%	23
2018 Q1	–	Sell	-5,140	Closed	-$286K	–	115
2017 Q4	$286K	Hold	5,140	–	–	0.13%	83
2017 Q3	$254K	Hold	5,140	–	–	0.09%	116
2017 Q2	$231K	Buy	+5,140	New	+$213K	0.09%	119
2017 Q1	–	Sell	-5,170	Closed	-$189K	–	295
2016 Q4	$189K	Buy	+5,170	New	+$171K	0.09%	114

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

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

IBEX Wealth Advisors increased its Progressive (PGR) stake by 7.2% in Q2 2026, buying an estimated $251K and bringing the position to 18,589 shares worth $4.06M. The position accounts for 0.32% of the portfolio, ranked #77.

IBEX Wealth Advisors first reported a position in PGR in Q4 2016 and has held it in 24 quarters since. The position peaked at $4.81M in Q2 2025. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

IBEX Wealth Advisors held 18,589 shares of Progressive worth $4.06M as of Q2 2026.
IBEX Wealth Advisors bought 1,243 Progressive shares in Q2 2026, an estimated $251K.
Progressive made up 0.32% of IBEX Wealth Advisors's portfolio in Q2 2026, its #77 holding.
IBEX Wealth Advisors first reported a position in Progressive in Q4 2016 and has held it in 24 quarters since.
IBEX Wealth Advisors's Progressive position peaked at $4.81M in Q2 2025.
1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.