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Lloyd Advisory Services’s Progressive PGR Stock Holding History

Lloyd Advisory Services’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 		– Sell
-125
Closed -$24.8K – 897
2026
Q1 		$24.8K Buy
125
+54
+76% +$11.1K 0.01% 362
2025
Q4 		$16.2K Buy
+71
New +$16K 0.01% 356

Other funds holding PGR

BlackRock
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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

Lloyd Advisory Services's PGR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Progressive (PGR) in Q2 2026, closing a stake of 125 shares — an estimated $24.8K sold.

Lloyd Advisory Services first reported a position in PGR in Q4 2025 and held it in 2 quarters. The position peaked at $24.8K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 125 Progressive shares in Q2 2026, an estimated $24.8K.
  • Lloyd Advisory Services first reported a position in Progressive in Q4 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's Progressive position peaked at $24.8K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.