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Marshall & Sterling Wealth Advisors’s Progressive PGR Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-39
Closed -$9.63K – 547
2025
Q3 		$9.63K Hold
39
– – 0.01% 353
2025
Q2 		$10.4K Buy
39
+2
+5% +$548 0.01% 320
2025
Q1 		$10.5K Buy
+37
New +$9.68K 0.01% 308

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PGR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 39 shares — an estimated $9.63K sold.

Marshall & Sterling Wealth Advisors first reported a position in PGR in Q1 2025 and held it in 3 quarters. The position peaked at $10.5K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 39 Progressive shares in Q4 2025, an estimated $9.63K.
  • Marshall & Sterling Wealth Advisors first reported a position in Progressive in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Progressive position peaked at $10.5K in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.