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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
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
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

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

Outlook Wealth Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 927 shares — an estimated $211K sold.

Outlook Wealth Advisors first reported a position in PGR in Q3 2024 and held it in 6 quarters. The position peaked at $255K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 927 Progressive shares in Q1 2026, an estimated $211K.
  • Outlook Wealth Advisors first reported a position in Progressive in Q3 2024 and held it in 6 quarters.
  • Outlook Wealth Advisors's Progressive position peaked at $255K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.