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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
2026
Q2 		$218 Buy
+1
New +$202 ﹤0.01% 1068
2025
Q2 		– Sell
-11
Closed -$3.13K – 1121
2025
Q1 		$3.13K Buy
+11
New +$2.88K ﹤0.01% 860

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

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

Medallion Wealth Advisors opened a new position in Progressive (PGR) in Q2 2026: 1 share worth $218. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in PGR as recently as Q1 2025.

Medallion Wealth Advisors first reported a position in PGR in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.13K in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Medallion Wealth Advisors held 1 share of Progressive worth $218 as of Q2 2026.
  • Progressive was a new Medallion Wealth Advisors position in Q2 2026.
  • Progressive made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1068 holding.
  • Medallion Wealth Advisors first reported a position in Progressive in Q1 2025 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's Progressive position peaked at $3.13K in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.