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Lineweaver Wealth Advisors’s Progressive PGR Stock Holding History

Lineweaver 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 		$5.64M Buy
25,837
+15,840
+158% +$3.19M 0.67% 35
2026
Q1 		$1.98M Buy
9,997
+1,133
+13% +$234K 0.27% 79
2025
Q4 		$2.02M Buy
8,864
+402
+5% +$90.8K 0.27% 70
2025
Q3 		$2.09M Sell
8,462
-105
-1% -$25.9K 0.31% 63
2025
Q2 		$2.29M Sell
8,567
-78
-0.9% -$21.4K 0.36% 56
2025
Q1 		$2.45M Buy
8,645
+348
+4% +$91K 0.42% 46
2024
Q4 		$1.99M Sell
8,297
-10
-0.1% -$2.52K 0.37% 56
2024
Q3 		$2.11M Sell
8,307
-332
-4% -$77.2K 0.4% 47
2024
Q2 		$1.79M Buy
8,639
+28
+0.3% +$5.86K 0.37% 52
2024
Q1 		$1.78M Sell
8,611
-230
-3% -$42.7K 0.42% 48
2023
Q4 		$1.41M Sell
8,841
-4,913
-36% -$769K 0.37% 55
2023
Q3 		$1.92M Sell
13,754
-4,147
-23% -$545K 0.56% 36
2023
Q2 		$2.37M Buy
17,901
+6,159
+52% +$826K 0.68% 30
2023
Q1 		$1.68M Buy
11,742
+261
+2% +$36K 0.52% 43
2022
Q4 		$1.49M Sell
11,481
-655
-5% -$83K 0.45% 45
2022
Q3 		$1.41M Sell
12,136
-98
-0.8% -$11.8K 0.46% 47
2022
Q2 		$1.42M Sell
12,234
-443
-3% -$50.2K 0.47% 41
2022
Q1 		$1.45M Buy
12,677
+37
+0.3% +$4K 0.41% 48
2021
Q4 		$1.3M Sell
12,640
-7
-0.1% -$668 0.37% 47
2021
Q3 		$1.14M Buy
12,647
+270
+2% +$25.7K 0.35% 46
2021
Q2 		$1.22M Buy
12,377
+1,262
+11% +$125K 0.4% 42
2021
Q1 		$1.06M Buy
11,115
+4,486
+68% +$408K 0.38% 40
2020
Q4 		$655K Buy
6,629
+554
+9% +$52.4K 0.26% 45
2020
Q3 		$575K Sell
6,075
-142
-2% -$12.8K 0.26% 45
2020
Q2 		$498K Buy
6,217
+1,301
+26% +$102K 0.25% 43
2020
Q1 		$363K Buy
4,916
+126
+3% +$9.71K 0.23% 50
2019
Q4 		$346K Buy
+4,790
New +$345K 0.2% 45

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

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

Lineweaver Wealth Advisors increased its Progressive (PGR) stake by 158% in Q2 2026, buying an estimated $3.19M and bringing the position to 25,837 shares worth $5.64M. The position accounts for 0.67% of the portfolio, ranked #35.

Lineweaver Wealth Advisors first reported a position in PGR in Q4 2019 and has held it in 27 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Lineweaver Wealth Advisors held 25,837 shares of Progressive worth $5.64M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 15,840 Progressive shares in Q2 2026, an estimated $3.19M.
  • Progressive made up 0.67% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Lineweaver Wealth Advisors first reported a position in Progressive in Q4 2019 and has held it in 27 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.