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J.W. Cole Advisors’s Progressive PGR Stock Holding History

J.W. Cole 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 		$693K Buy
+3,173
New +$639K 0.01% 891
2026
Q1 		– Sell
-3,395
Closed -$748K – 1287
2025
Q4 		$748K Buy
3,395
+41
+1% +$9.26K 0.02% 744
2025
Q3 		$828K Sell
3,354
-7,256
-68% -$1.79M 0.02% 793
2025
Q2 		$2.83M Buy
10,610
+7,260
+217% +$1.99M 0.06% 304
2025
Q1 		$948K Buy
3,350
+2,297
+218% +$601K 0.03% 559
2024
Q4 		$252K Sell
1,053
-71
-6% -$17.9K 0.01% 835
2024
Q3 		$285K Buy
1,124
+16
+1% +$3.72K 0.01% 791
2024
Q2 		$230K Buy
+1,108
New +$232K 0.01% 794
2022
Q1 		– Sell
-2,951
Closed -$303K – 852
2021
Q4 		$303K Buy
2,951
+29
+1% +$2.77K 0.02% 649
2021
Q3 		$264K Sell
2,922
-77
-3% -$7.34K 0.02% 385
2021
Q2 		$295K Buy
+2,999
New +$297K 0.02% 586
2020
Q4 		– Sell
-2,314
Closed -$219K – 816
2020
Q3 		$219K Buy
+2,314
New +$208K 0.02% 646

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

J.W. Cole Advisors's PGR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Progressive (PGR) in Q2 2026: 3,173 shares worth $693K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PGR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PGR in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.83M in Q2 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • J.W. Cole Advisors held 3,173 shares of Progressive worth $693K as of Q2 2026.
  • Progressive was a new J.W. Cole Advisors position in Q2 2026.
  • Progressive made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #891 holding.
  • J.W. Cole Advisors first reported a position in Progressive in Q3 2020 and has held it in 12 quarters since.
  • J.W. Cole Advisors's Progressive position peaked at $2.83M in Q2 2025.
  • 495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.