Prota Financial
PGR icon

Prota Financial’s Progressive PGR Stock Holding History

Prota Financial’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
Q3 		$596K Sell
2,823
-21
-0.7% -$4.54K 0.38% 47
2026
Q2 		$641K Buy
2,844
+263
+10% +$53K 0.42% 38
2026
Q1 		$512K Buy
2,581
+261
+11% +$53.9K 0.37% 46
2025
Q4 		$528K Buy
+2,320
New +$524K 0.38% 31

Other funds holding PGR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Prota Financial's PGR Position: Q3 2026 in Review

Prota Financial reduced its Progressive (PGR) stake by 0.74% in Q3 2026, selling an estimated $4.54K and leaving 2,823 shares worth $596K. The position accounts for 0.38% of the portfolio, ranked #47.

Prota Financial first reported a position in PGR in Q4 2025 and has held it in 4 quarters since. The position peaked at $641K in Q2 2026. 1,440 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Prota Financial held 2,823 shares of Progressive worth $596K as of Q3 2026.
  • Prota Financial sold 21 Progressive shares in Q3 2026, an estimated $4.54K.
  • Progressive made up 0.38% of Prota Financial's portfolio in Q3 2026, its #47 holding.
  • Prota Financial first reported a position in Progressive in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Progressive position peaked at $641K in Q2 2026.
  • 1,440 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.