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New Wave Wealth Advisors’s Progressive PGR Stock Holding History

New Wave 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
-1,930
Closed -$477K – 194
2025
Q3 		$477K Buy
1,930
+62
+3% +$15.3K 0.19% 86
2025
Q2 		$498K Buy
1,868
+5
+0.3% +$1.37K 0.21% 73
2025
Q1 		$527K Buy
1,863
+100
+6% +$26.2K 0.24% 60
2024
Q4 		$422K Sell
1,763
-2
-0.1% -$503 0.17% 78
2024
Q3 		$448K Buy
1,765
+5
+0.3% +$1.16K 0.21% 71
2024
Q2 		$366K Buy
+1,760
New +$368K 0.2% 81

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

New Wave Wealth Advisors's PGR Position: Q4 2025 in Review

New Wave Wealth Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,930 shares — an estimated $477K sold.

New Wave Wealth Advisors first reported a position in PGR in Q2 2024 and held it in 6 quarters. The position peaked at $527K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • New Wave Wealth Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,930 Progressive shares in Q4 2025, an estimated $477K.
  • New Wave Wealth Advisors first reported a position in Progressive in Q2 2024 and held it in 6 quarters.
  • New Wave Wealth Advisors's Progressive position peaked at $527K in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on New Wave Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.