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Kelleher Financial Advisors’s Progressive PGR Stock Holding History

Kelleher Financial 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 		$246K Buy
1,127
+177
+19% +$35.7K 0.03% 253
2026
Q1 		$188K Hold
950
– – 0.05% 207
2025
Q4 		$216K Hold
950
– – 0.05% 208
2025
Q3 		$235K Hold
950
– – 0.06% 168
2025
Q2 		$254K Hold
950
– – 0.09% 118
2025
Q1 		$269K Sell
950
-45
-5% -$11.8K 0.11% 105
2024
Q4 		$238K Buy
995
+45
+5% +$11.3K 0.09% 103
2024
Q3 		$241K Buy
+950
New +$221K 0.09% 98

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

Kelleher Financial Advisors's PGR Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Progressive (PGR) stake by 19% in Q2 2026, buying an estimated $35.7K and bringing the position to 1,127 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #253.

Kelleher Financial Advisors first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $269K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Kelleher Financial Advisors held 1,127 shares of Progressive worth $246K as of Q2 2026.
  • Kelleher Financial Advisors bought 177 Progressive shares in Q2 2026, an estimated $35.7K.
  • Progressive made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #253 holding.
  • Kelleher Financial Advisors first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • Kelleher Financial Advisors's Progressive position peaked at $269K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.