PIA
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Pinion Investment Advisors’s Progressive PGR Stock Holding History

Pinion Investment 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 		$204K Buy
+935
New +$188K 0.04% 202
2025
Q4 		– Sell
-3,078
Closed -$674K – 181
2025
Q3 		$674K Buy
3,078
+350
+13% +$86.3K 0.18% 96
2025
Q2 		$728K Sell
2,728
-16
-0.6% -$4.39K 0.25% 74
2025
Q1 		$777K Buy
2,744
+273
+11% +$71.4K 0.17% 77
2024
Q4 		$592K Buy
+2,471
New +$622K 0.24% 78

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

Pinion Investment Advisors's PGR Position: Q2 2026 in Review

Pinion Investment Advisors opened a new position in Progressive (PGR) in Q2 2026: 935 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #202 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in PGR as recently as Q3 2025.

Pinion Investment Advisors first reported a position in PGR in Q4 2024 and has held it in 5 quarters since. The position peaked at $777K in Q1 2025. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Pinion Investment Advisors held 935 shares of Progressive worth $204K as of Q2 2026.
  • Progressive was a new Pinion Investment Advisors position in Q2 2026.
  • Progressive made up 0.04% of Pinion Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • Pinion Investment Advisors first reported a position in Progressive in Q4 2024 and has held it in 5 quarters since.
  • Pinion Investment Advisors's Progressive position peaked at $777K in Q1 2025.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.