NWAM LLC
PGR icon

NWAM LLC’s Progressive PGR Stock Holding History

NWAM LLC’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
Q3 		$734K Buy
3,542
+207
+6% +$44.7K 0.04% 385
2026
Q2 		$729K Buy
3,335
+77
+2% +$15.5K 0.04% 380
2026
Q1 		$646K Sell
3,258
-4
-0.1% -$826 0.04% 358
2025
Q4 		$732K Sell
3,262
-132
-4% -$29.8K 0.04% 328
2025
Q3 		$824K Sell
3,394
-231
-6% -$56.9K 0.04% 311
2025
Q2 		$949K Sell
3,625
-59
-2% -$16.2K 0.06% 277
2025
Q1 		$1.04M Buy
3,684
+23
+0.6% +$6.02K 0.09% 202
2024
Q4 		$877K Sell
3,661
-1
-0% -$252 0.05% 279
2024
Q3 		$929K Buy
+3,662
New +$851K 0.06% 283
2024
Q2 		– Sell
-1,628
Closed -$345K – 418
2024
Q1 		$345K Buy
1,628
+348
+27% +$64.6K 0.03% 407
2023
Q4 		$204K Buy
+1,280
New +$200K 0.02% 526
2023
Q3 		– Sell
-4,130
Closed -$547K – 534
2023
Q2 		$547K Buy
+4,130
New +$554K 0.04% 317
2023
Q1 		– Sell
-3,925
Closed -$509K – 528
2022
Q4 		$509K Buy
3,925
+884
+29% +$112K 0.05% 308
2022
Q3 		$353K Sell
3,041
-539
-15% -$64.9K 0.03% 356
2022
Q2 		$416K Buy
3,580
+339
+10% +$38.4K 0.04% 342
2022
Q1 		$369K Buy
3,241
+200
+7% +$21.6K 0.03% 377
2021
Q4 		$312K Sell
3,041
-122
-4% -$11.6K 0.02% 410
2021
Q3 		$286K Buy
3,163
+122
+4% +$11.6K 0.03% 405
2021
Q2 		$299K Hold
3,041
– – 0.03% 381
2021
Q1 		$291K Buy
3,041
+466
+18% +$42.3K 0.03% 387
2020
Q4 		$255K Buy
+2,575
New +$244K 0.03% 378
2020
Q3 		– Sell
-2,575
Closed -$206K – 379
2020
Q2 		$206K Buy
+2,575
New +$201K 0.03% 376
2019
Q3 		– Sell
-2,575
Closed -$206K – 409
2019
Q2 		$206K Buy
+2,575
New +$199K 0.04% 349

Other funds holding PGR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

NWAM LLC's PGR Position: Q3 2026 in Review

NWAM LLC increased its Progressive (PGR) stake by 6.2% in Q3 2026, buying an estimated $44.7K and bringing the position to 3,542 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #385.

NWAM LLC first reported a position in PGR in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.04M in Q1 2025. 1,538 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • NWAM LLC held 3,542 shares of Progressive worth $734K as of Q3 2026.
  • NWAM LLC bought 207 Progressive shares in Q3 2026, an estimated $44.7K.
  • Progressive made up 0.04% of NWAM LLC's portfolio in Q3 2026, its #385 holding.
  • NWAM LLC first reported a position in Progressive in Q2 2019 and has held it in 23 quarters since.
  • NWAM LLC's Progressive position peaked at $1.04M in Q1 2025.
  • 1,538 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.