MAWA
PGR icon

Moss Adams Wealth Advisors’s Progressive PGR Stock Holding History

Moss Adams 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 		$551K Buy
2,523
+78
+3% +$15.7K 0.03% 137
2026
Q1 		$485K Buy
2,445
+318
+15% +$65.6K 0.04% 136
2025
Q4 		$484K Sell
2,127
-48
-2% -$10.8K 0.04% 136
2025
Q3 		$537K Sell
2,175
-54
-2% -$13.3K 0.04% 123
2025
Q2 		$595K Buy
2,229
+344
+18% +$94.3K 0.05% 118
2025
Q1 		$533K Buy
1,885
+208
+12% +$54.4K 0.06% 107
2024
Q4 		$402K Buy
1,677
+178
+12% +$44.8K 0.04% 121
2024
Q3 		$380K Buy
1,499
+123
+9% +$28.6K 0.04% 124
2024
Q2 		$286K Buy
1,376
+318
+30% +$66.6K 0.04% 123
2024
Q1 		$219K Buy
+1,058
New +$196K 0.04% 139

Other funds holding PGR

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Moss Adams Wealth Advisors's PGR Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Progressive (PGR) stake by 3.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,523 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #137.

Moss Adams Wealth Advisors first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $595K in Q2 2025. 532 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Moss Adams Wealth Advisors held 2,523 shares of Progressive worth $551K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 78 Progressive shares in Q2 2026, an estimated $15.7K.
  • Progressive made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Moss Adams Wealth Advisors first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Moss Adams Wealth Advisors's Progressive position peaked at $595K in Q2 2025.
  • 532 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.