Kingswood Wealth Advisors’s Progressive PGR Stock Holding History

Kingswood 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 Q1	–	Sell	-903	Closed	-$206K	–	960
2025 Q4	$206K	Sell	903 -496	-35%	-$112K	0.01%	821
2025 Q3	$345K	Sell	1,399 -313	-18%	-$77.2K	0.02%	579
2025 Q2	$457K	Sell	1,712 -364	-18%	-$99.8K	0.04%	440
2025 Q1	$587K	Sell	2,076 -130	-6%	-$34K	0.05%	354
2024 Q4	$529K	Sell	2,206 -4,560	-67%	-$1.15M	0.04%	420
2024 Q3	$1.72M	Buy	6,766 +1,027	+18%	+$239K	0.12%	188
2024 Q2	$1.19M	Buy	5,739 +303	+6%	+$63.4K	0.11%	200
2024 Q1	$1.12M	Buy	5,436 +159	+3%	+$29.5K	0.13%	183
2023 Q4	$841K	Buy	5,277 +838	+19%	+$131K	0.1%	230
2023 Q3	$618K	Buy	+4,439	New	+$584K	0.11%	205

Other funds holding PGR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Kingswood Wealth Advisors's PGR Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 903 shares — an estimated $206K sold.

Kingswood Wealth Advisors first reported a position in PGR in Q3 2023 and held it in 10 quarters. The position peaked at $1.72M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 903 Progressive shares in Q1 2026, an estimated $206K.
Kingswood Wealth Advisors first reported a position in Progressive in Q3 2023 and held it in 10 quarters.
Kingswood Wealth Advisors's Progressive position peaked at $1.72M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.