Portus Wealth Advisors’s Progressive PGR Stock Holding History

Portus 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	–	Sell	-16	Closed	-$3.17K	–	392
2026 Q1	$3.17K	Buy	+16	New	+$3.3K	﹤0.01%	225

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

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

Portus Wealth Advisors sold out of Progressive (PGR) in Q2 2026, closing a stake of 16 shares — an estimated $3.17K sold.

Portus Wealth Advisors first reported a position in PGR in Q1 2026 and held it in 1 quarter. The position peaked at $3.17K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Portus Wealth Advisors reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 16 Progressive shares in Q2 2026, an estimated $3.17K.
Portus Wealth Advisors first reported a position in Progressive in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Progressive position peaked at $3.17K in Q1 2026.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.