One Wealth Advisors’s Progressive PGR Stock Holding History

One 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	$1.34M	Buy	6,149 +1,620	+36%	+$326K	0.15%	90
2026 Q1	$898K	Buy	+4,529	New	+$935K	0.11%	102
2023 Q1	–	Sell	-2,947	Closed	-$382K	–	484
2022 Q4	$382K	Buy	+2,947	New	+$373K	0.09%	116
2022 Q3	–	Sell	-3,986	Closed	-$463K	–	203
2022 Q2	$463K	Sell	3,986 -1,253	-24%	-$142K	0.12%	96
2022 Q1	$597K	Buy	5,239 +1,173	+29%	+$127K	0.15%	77
2021 Q4	$417K	Sell	4,066 -1,110	-21%	-$106K	0.11%	100
2021 Q3	$468K	Sell	5,176 -72	-1%	-$6.86K	0.14%	100
2021 Q2	$515K	Buy	5,248 +1,039	+25%	+$103K	0.16%	76
2021 Q1	$402K	Buy	4,209 +1,523	+57%	+$138K	0.15%	79
2020 Q4	$266K	Buy	+2,686	New	+$254K	0.14%	93
2018 Q2	–	Sell	-6,201	Closed	-$378K	–	584
2018 Q1	$378K	Sell	6,201 -145	-2%	-$8.28K	0.33%	50
2017 Q4	$357K	Buy	+6,346	New	+$328K	0.29%	53

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

One Wealth Advisors increased its Progressive (PGR) stake by 36% in Q2 2026, buying an estimated $326K and bringing the position to 6,149 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #90.

One Wealth Advisors first reported a position in PGR in Q4 2017 and has held it in 12 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

One Wealth Advisors held 6,149 shares of Progressive worth $1.34M as of Q2 2026.
One Wealth Advisors bought 1,620 Progressive shares in Q2 2026, an estimated $326K.
Progressive made up 0.15% of One Wealth Advisors's portfolio in Q2 2026, its #90 holding.
One Wealth Advisors first reported a position in Progressive in Q4 2017 and has held it in 12 quarters since.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.