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

J.W. Coons 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
2025 Q2	$587K	Hold	2,200	–	–	0.13%	143
2025 Q1	$623K	Hold	2,200	–	–	0.16%	128
2024 Q4	$527K	Hold	2,200	–	–	0.14%	140
2024 Q3	$558K	Hold	2,200	–	–	0.14%	137
2024 Q2	$457K	Hold	2,200	–	–	0.11%	149
2024 Q1	$455K	Hold	2,200	–	–	0.1%	155
2023 Q4	$350K	Hold	2,200	–	–	0.09%	173
2023 Q3	$306K	Hold	2,200	–	–	0.09%	180
2023 Q2	$291K	Buy	2,200 +100	+5%	+$13.4K	0.08%	196
2023 Q1	$300K	Hold	2,100	–	–	0.09%	191
2022 Q4	$272K	Hold	2,100	–	–	0.08%	196
2022 Q3	$244K	Hold	2,100	–	–	0.09%	191
2022 Q2	$245K	Hold	2,100	–	–	0.09%	211
2022 Q1	$239K	Hold	2,100	–	–	0.07%	234
2021 Q4	$215K	Buy	+2,100	New	+$200K	0.07%	238
2021 Q3	–	Sell	-2,400	Closed	-$235K	–	248
2021 Q2	$235K	Sell	2,400 -750	-24%	-$74.2K	0.08%	200
2021 Q1	$301K	Sell	3,150 -250	-7%	-$22.7K	0.11%	172
2020 Q4	$337K	Hold	3,400	–	–	0.13%	154
2020 Q3	$322K	Hold	3,400	–	–	0.13%	153
2020 Q2	$272K	Hold	3,400	–	–	0.12%	159
2020 Q1	$251K	Buy	+3,400	New	+$262K	0.13%	158

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

J.W. Coons Advisors's PGR Position: Q2 2025 in Review

J.W. Coons Advisors held its Progressive (PGR) position steady in Q2 2025 at 2,200 shares worth $587K. The position accounts for 0.13% of the portfolio, ranked #143.

J.W. Coons Advisors first reported a position in PGR in Q1 2020 and has held it in 21 quarters since. The position peaked at $623K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

J.W. Coons Advisors held 2,200 shares of Progressive worth $587K as of Q2 2025.
J.W. Coons Advisors left its Progressive share count unchanged in Q2 2025.
Progressive made up 0.13% of J.W. Coons Advisors's portfolio in Q2 2025, its #143 holding.
J.W. Coons Advisors first reported a position in Progressive in Q1 2020 and has held it in 21 quarters since.
J.W. Coons Advisors's Progressive position peaked at $623K in Q1 2025.
1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.