Maia Wealth’s Progressive PGR Stock Holding History

Maia Wealth’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
2025 Q3	–	Sell	-857	Closed	-$229K	–	353
2025 Q2	$229K	Buy	857 +44	+5%	+$12.1K	0.04%	292
2025 Q1	$227K	Buy	+813	New	+$213K	0.05%	269

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Maia Wealth's PGR Position: Q3 2025 in Review

Maia Wealth sold out of Progressive (PGR) in Q3 2025, closing a stake of 857 shares — an estimated $229K sold.

Maia Wealth first reported a position in PGR in Q1 2025 and held it in 2 quarters. The position peaked at $229K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Maia Wealth reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
Maia Wealth sold 857 Progressive shares in Q3 2025, an estimated $229K.
Maia Wealth first reported a position in Progressive in Q1 2025 and held it in 2 quarters.
Maia Wealth's Progressive position peaked at $229K in Q2 2025.
1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.