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Investment Planning Advisors’s Progressive PGR Stock Holding History

Investment Planning 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 		$320K Buy
1,463
+230
+19% +$46.4K 0.07% 94
2026
Q1 		$244K Buy
+1,233
New +$254K 0.07% 97

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

Investment Planning Advisors's PGR Position: Q2 2026 in Review

Investment Planning Advisors increased its Progressive (PGR) stake by 19% in Q2 2026, buying an estimated $46.4K and bringing the position to 1,463 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #94.

Investment Planning Advisors first reported a position in PGR in Q1 2026 and has held it in 2 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Investment Planning Advisors held 1,463 shares of Progressive worth $320K as of Q2 2026.
  • Investment Planning Advisors bought 230 Progressive shares in Q2 2026, an estimated $46.4K.
  • Progressive made up 0.07% of Investment Planning Advisors's portfolio in Q2 2026, its #94 holding.
  • Investment Planning Advisors first reported a position in Progressive in Q1 2026 and has held it in 2 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.