IAA
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Independent Advisor Alliance’s Progressive PGR Stock Holding History

Independent Advisor Alliance’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 		$2.08M Sell
9,514
-319
-3% -$64.3K 0.05% 272
2026
Q1 		$1.95M Sell
9,833
-298
-3% -$61.5K 0.02% 566
2025
Q4 		$2.31M Sell
10,131
-1,474
-13% -$333K 0.06% 274
2025
Q3 		$2.87M Sell
11,605
-19,649
-63% -$4.84M 0.07% 222
2025
Q2 		$8.34M Buy
31,254
+440
+1% +$121K 0.24% 71
2025
Q1 		$8.72M Buy
30,814
+3,064
+11% +$801K 0.29% 60
2024
Q4 		$6.65M Buy
27,750
+1,699
+7% +$428K 0.09% 219
2024
Q3 		$6.61M Buy
26,051
+1,252
+5% +$291K 0.24% 81
2024
Q2 		$5.15M Buy
24,799
+20,545
+483% +$4.3M 0.18% 100
2024
Q1 		$880K Buy
4,254
+816
+24% +$151K 0.03% 344
2023
Q4 		$548K Buy
3,438
+64
+2% +$10K 0.02% 425
2023
Q3 		$470K Sell
3,374
-105
-3% -$13.8K 0.02% 421
2023
Q2 		$461K Sell
3,479
-241
-6% -$32.3K 0.02% 444
2023
Q1 		$532K Buy
+3,720
New +$513K 0.03% 409
2022
Q4 		– Sell
-3,577
Closed -$416K – 577
2022
Q3 		$416K Sell
3,577
-24
-0.7% -$2.89K 0.02% 415
2022
Q2 		$419K Sell
3,601
-135
-4% -$15.3K 0.02% 417
2022
Q1 		$426K Buy
3,736
+274
+8% +$29.6K 0.02% 432
2021
Q4 		$355K Sell
3,462
-492
-12% -$47K 0.02% 482
2021
Q3 		$357K Buy
3,954
+430
+12% +$41K 0.02% 446
2021
Q2 		$346K Buy
+3,524
New +$349K 0.02% 474

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

Independent Advisor Alliance's PGR Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Progressive (PGR) stake by 3.2% in Q2 2026, selling an estimated $64.3K and leaving 9,514 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #272.

Independent Advisor Alliance first reported a position in PGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.72M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Independent Advisor Alliance held 9,514 shares of Progressive worth $2.08M as of Q2 2026.
  • Independent Advisor Alliance sold 319 Progressive shares in Q2 2026, an estimated $64.3K.
  • Progressive made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #272 holding.
  • Independent Advisor Alliance first reported a position in Progressive in Q2 2021 and has held it in 20 quarters since.
  • Independent Advisor Alliance's Progressive position peaked at $8.72M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.