PWA
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Principia Wealth Advisory’s Progressive PGR Stock Holding History

Principia Wealth Advisory’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 		$14.9K Buy
68
+35
+106% +$7.05K 0.01% 201
2026
Q1 		$6.54K Buy
33
+2
+6% +$413 ﹤0.01% 255
2025
Q4 		$7.06K Buy
31
+5
+19% +$1.13K ﹤0.01% 231
2025
Q3 		$6.42K Hold
26
– – ﹤0.01% 243
2025
Q2 		$6.94K Hold
26
– – 0.01% 202
2025
Q1 		$7.02K Buy
26
+11
+73% +$2.88K 0.01% 157
2024
Q4 		$3.59K Buy
+15
New +$3.78K ﹤0.01% 178

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

Principia Wealth Advisory's PGR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Progressive (PGR) stake by 106% in Q2 2026, buying an estimated $7.05K and bringing the position to 68 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #201.

Principia Wealth Advisory first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Principia Wealth Advisory held 68 shares of Progressive worth $14.9K as of Q2 2026.
  • Principia Wealth Advisory bought 35 Progressive shares in Q2 2026, an estimated $7.05K.
  • Progressive made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #201 holding.
  • Principia Wealth Advisory first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.