OWA
PGR icon

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
Q2 		$408K Sell
1,869
-357
-16% -$71.9K 0.09% 127
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 $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

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

Opal Wealth Advisors reduced its Progressive (PGR) stake by 16% in Q2 2026, selling an estimated $71.9K and leaving 1,869 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #127.

Opal Wealth Advisors first reported a position in PGR in Q2 2024 and has held it in 7 quarters since. The position peaked at $459K in Q3 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Opal Wealth Advisors held 1,869 shares of Progressive worth $408K as of Q2 2026.
  • Opal Wealth Advisors sold 357 Progressive shares in Q2 2026, an estimated $71.9K.
  • Progressive made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Opal Wealth Advisors first reported a position in Progressive in Q2 2024 and has held it in 7 quarters since.
  • Opal Wealth Advisors's Progressive position peaked at $459K in Q3 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.