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Physician Wealth Advisors’s Progressive PGR Stock Holding History

Physician 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 		$69.7K Sell
319
-45
-12% -$9.07K 0.01% 376
2026
Q1 		$72.2K Sell
364
-49
-12% -$10.1K 0.01% 330
2025
Q4 		$94K Buy
413
+167
+68% +$37.7K 0.01% 286
2025
Q3 		$60.8K Sell
246
-5
-2% -$1.23K 0.01% 343
2025
Q2 		$67K Buy
251
+20
+9% +$5.48K 0.01% 307
2025
Q1 		$65.4K Sell
231
-111
-32% -$29K 0.01% 298
2024
Q4 		$81.9K Buy
+342
New +$86.1K 0.01% 279

Other funds holding PGR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Progressive (PGR) stake by 12% in Q2 2026, selling an estimated $9.07K and leaving 319 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #376.

Physician Wealth Advisors first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $94K in Q4 2025. 803 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Physician Wealth Advisors held 319 shares of Progressive worth $69.7K as of Q2 2026.
  • Physician Wealth Advisors sold 45 Progressive shares in Q2 2026, an estimated $9.07K.
  • Progressive made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • Physician Wealth Advisors first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Progressive position peaked at $94K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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