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JFS Wealth Advisors’s Progressive PGR Stock Holding History

JFS 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 		$50K Buy
229
+7
+3% +$1.41K ﹤0.01% 553
2026
Q1 		$44K Sell
222
-41
-16% -$8.46K ﹤0.01% 552
2025
Q4 		$59.9K Buy
263
+98
+59% +$22.1K ﹤0.01% 482
2025
Q3 		$40.7K Sell
165
-1
-0.6% -$247 ﹤0.01% 546
2025
Q2 		$44.3K Sell
166
-1
-0.6% -$274 ﹤0.01% 482
2025
Q1 		$47.3K Buy
167
+2
+1% +$523 ﹤0.01% 486
2024
Q4 		$39.5K Hold
165
– – ﹤0.01% 504
2024
Q3 		$41.9K Buy
165
+4
+2% +$930 ﹤0.01% 497
2024
Q2 		$33.4K Sell
161
-3
-2% -$628 ﹤0.01% 490
2024
Q1 		$33.9K Sell
164
-19
-10% -$3.52K ﹤0.01% 513
2023
Q4 		$29.1K Buy
183
+24
+15% +$3.76K ﹤0.01% 506
2023
Q3 		$22.1K Sell
159
-39
-20% -$5.13K ﹤0.01% 522
2023
Q2 		$26.2K Hold
198
– – ﹤0.01% 479
2023
Q1 		$28.3K Sell
198
-10
-5% -$1.38K ﹤0.01% 462
2022
Q4 		$27K Buy
208
+7
+3% +$887 ﹤0.01% 469
2022
Q3 		$23K Buy
201
+1
+0.5% +$120 ﹤0.01% 546
2022
Q2 		$23K Buy
200
+48
+32% +$5.44K ﹤0.01% 565
2022
Q1 		$17K Buy
152
+100
+192% +$10.8K ﹤0.01% 645
2021
Q4 		$5K Buy
+52
New +$4.96K ﹤0.01% 811
2020
Q1 		– Sell
-25
Closed -$2K – 556
2019
Q4 		$2K Hold
25
– – ﹤0.01% 462
2019
Q3 		$2K Buy
+25
New +$1.97K ﹤0.01% 455
2016
Q2 		– Sell
-15
Closed -$1K – 593
2016
Q1 		$1K Buy
+15
New +$479 ﹤0.01% 592

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

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

JFS Wealth Advisors increased its Progressive (PGR) stake by 3.2% in Q2 2026, buying an estimated $1.41K and bringing the position to 229 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

JFS Wealth Advisors first reported a position in PGR in Q1 2016 and has held it in 22 quarters since. The position peaked at $59.9K in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • JFS Wealth Advisors held 229 shares of Progressive worth $50K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Progressive shares in Q2 2026, an estimated $1.41K.
  • Progressive made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #553 holding.
  • JFS Wealth Advisors first reported a position in Progressive in Q1 2016 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Progressive position peaked at $59.9K in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.