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Moneta Group Investment Advisors’s Progressive PGR Stock Holding History

Moneta Group Investment 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 		$988K Sell
4,525
-5,456
-55% -$1.1M 0.01% 399
2026
Q1 		$1.98M Buy
9,981
+24
+0.2% +$4.95K 0.01% 269
2025
Q4 		$2.27M Sell
9,957
-121
-1% -$27.3K 0.02% 254
2025
Q3 		$2.49M Sell
10,078
-95
-0.9% -$23.4K 0.02% 242
2025
Q2 		$2.71M Buy
10,173
+97
+1% +$26.6K 0.03% 195
2025
Q1 		$2.85M Buy
10,076
+345
+4% +$90.2K 0.04% 170
2024
Q4 		$2.33M Buy
9,731
+1,301
+15% +$328K 0.03% 189
2024
Q3 		$2.14M Sell
8,430
-732
-8% -$170K 0.03% 191
2024
Q2 		$1.9M Buy
9,162
+670
+8% +$140K 0.03% 191
2024
Q1 		$1.76M Buy
8,492
+587
+7% +$109K 0.03% 197
2023
Q4 		$1.26M Buy
7,905
+75
+1% +$11.7K 0.02% 210
2023
Q3 		$1.09M Buy
7,830
+2,531
+48% +$333K 0.02% 210
2023
Q2 		$701K Sell
5,299
-1,354
-20% -$182K 0.02% 270
2023
Q1 		$952K Buy
+6,653
New +$917K 0.02% 220
2022
Q1 		– Sell
-6,430
Closed -$660K – 480
2021
Q4 		$660K Buy
+6,430
New +$614K 0.03% 257
2018
Q1 		– Sell
-9
Closed -$1K – 691
2017
Q4 		$1K Buy
+9
New +$466 ﹤0.01% 429

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

Moneta Group Investment Advisors's PGR Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Progressive (PGR) stake by 55% in Q2 2026, selling an estimated $1.1M and leaving 4,525 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #399.

Moneta Group Investment Advisors first reported a position in PGR in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.85M in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Moneta Group Investment Advisors held 4,525 shares of Progressive worth $988K as of Q2 2026.
  • Moneta Group Investment Advisors sold 5,456 Progressive shares in Q2 2026, an estimated $1.1M.
  • Progressive made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #399 holding.
  • Moneta Group Investment Advisors first reported a position in Progressive in Q4 2017 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Progressive position peaked at $2.85M in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.