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Octavia Wealth Advisors’s Progressive PGR Stock Holding History

Octavia 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 		$267K Buy
1,220
+4
+0.3% +$806 0.02% 187
2026
Q1 		$241K Buy
1,216
+24
+2% +$4.95K 0.02% 204
2025
Q4 		$271K Sell
1,192
-154
-11% -$34.8K 0.03% 200
2025
Q3 		$332K Buy
1,346
+80
+6% +$19.7K 0.03% 181
2025
Q2 		$338K Sell
1,266
-1
-0.1% -$274 0.04% 153
2025
Q1 		$359K Sell
1,267
-37
-3% -$9.68K 0.04% 150
2024
Q4 		$312K Hold
1,304
– – 0.04% 158
2024
Q3 		$331K Sell
1,304
-16
-1% -$3.72K 0.04% 157
2024
Q2 		$274K Buy
1,320
+5
+0.4% +$1.05K 0.04% 179
2024
Q1 		$272K Sell
1,315
-41
-3% -$7.61K 0.04% 179
2023
Q4 		$216K Sell
1,356
-104
-7% -$16.3K 0.04% 206
2023
Q3 		$203K Buy
+1,460
New +$192K 0.04% 189

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

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

Octavia Wealth Advisors increased its Progressive (PGR) stake by 0.33% in Q2 2026, buying an estimated $806 and bringing the position to 1,220 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #187.

Octavia Wealth Advisors first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $359K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Octavia Wealth Advisors held 1,220 shares of Progressive worth $267K as of Q2 2026.
  • Octavia Wealth Advisors bought 4 Progressive shares in Q2 2026, an estimated $806.
  • Progressive made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Octavia Wealth Advisors first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
  • Octavia Wealth Advisors's Progressive position peaked at $359K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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