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Opal Wealth Advisors’s Progressive PGR Stock Holding History

Opal 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
Q1 		$441K Buy
2,226
+291
+15% +$60.1K 0.1% 106
2025
Q4 		$441K Buy
1,935
+77
+4% +$17.4K 0.11% 106
2025
Q3 		$459K Buy
1,858
+249
+15% +$61.4K 0.13% 99
2025
Q2 		$429K Buy
1,609
+765
+91% +$210K 0.12% 91
2025
Q1 		$239K Buy
+844
New +$221K 0.07% 153
2024
Q3 		– Sell
-502
Closed -$104K – 902
2024
Q2 		$104K Buy
+502
New +$105K 0.03% 265

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Opal Wealth Advisors's PGR Position: Q1 2026 in Review

Opal Wealth Advisors increased its Progressive (PGR) stake by 15% in Q1 2026, buying an estimated $60.1K and bringing the position to 2,226 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #106.

Opal Wealth Advisors first reported a position in PGR in Q2 2024 and has held it in 6 quarters since. The position peaked at $459K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Opal Wealth Advisors held 2,226 shares of Progressive worth $441K as of Q1 2026.
  • Opal Wealth Advisors bought 291 Progressive shares in Q1 2026, an estimated $60.1K.
  • Progressive made up 0.1% of Opal Wealth Advisors's portfolio in Q1 2026, its #106 holding.
  • Opal Wealth Advisors first reported a position in Progressive in Q2 2024 and has held it in 6 quarters since.
  • Opal Wealth Advisors's Progressive position peaked at $459K in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.