Medallion Wealth Advisors’s Progressive PGR Stock Holding History

Medallion 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 Q2	–	Sell	-11	Closed	-$3.13K	–	1121
2025 Q1	$3.13K	Buy	+11	New	+$2.88K	﹤0.01%	860

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Medallion Wealth Advisors's PGR Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Progressive (PGR) in Q2 2025, closing a stake of 11 shares — an estimated $3.13K sold.

Medallion Wealth Advisors first reported a position in PGR in Q1 2025 and held it in 1 quarter. The position peaked at $3.13K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

Medallion Wealth Advisors reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
Medallion Wealth Advisors sold 11 Progressive shares in Q2 2025, an estimated $3.13K.
Medallion Wealth Advisors first reported a position in Progressive in Q1 2025 and held it in 1 quarter.
Medallion Wealth Advisors's Progressive position peaked at $3.13K in Q1 2025.
1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.