Outlook Wealth Advisors’s Progressive PGR Stock Holding History

Outlook 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	$206K	Buy	+945	New	+$190K	0.04%	298
2026 Q1	–	Sell	-927	Closed	-$211K	–	326
2025 Q4	$211K	Buy	927 +20	+2%	+$4.52K	0.05%	291
2025 Q3	$224K	Hold	907	–	–	0.06%	281
2025 Q2	$242K	Buy	907 +5	+0.6%	+$1.37K	0.06%	252
2025 Q1	$255K	Sell	902 -83	-8%	-$21.7K	0.07%	241
2024 Q4	$236K	Buy	985 +41	+4%	+$10.3K	0.07%	235
2024 Q3	$240K	Buy	+944	New	+$219K	0.07%	236

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

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

Outlook Wealth Advisors opened a new position in Progressive (PGR) in Q2 2026: 945 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #298 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in PGR as recently as Q4 2025.

Outlook Wealth Advisors first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $255K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Outlook Wealth Advisors held 945 shares of Progressive worth $206K as of Q2 2026.
Progressive was a new Outlook Wealth Advisors position in Q2 2026.
Progressive made up 0.04% of Outlook Wealth Advisors's portfolio in Q2 2026, its #298 holding.
Outlook Wealth Advisors first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
Outlook Wealth Advisors's Progressive position peaked at $255K in Q1 2025.
1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.