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Quantum Financial Advisors’s Progressive PGR Stock Holding History

Quantum Financial 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 		$202K Buy
+923
New +$186K 0.02% 250
2025
Q4 		– Sell
-830
Closed -$205K – 233
2025
Q3 		$205K Sell
830
-2
-0.2% -$493 0.03% 196
2025
Q2 		$222K Buy
832
+22
+3% +$6.03K 0.03% 167
2025
Q1 		$229K Buy
+810
New +$212K 0.03% 156

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

Quantum Financial Advisors's PGR Position: Q2 2026 in Review

Quantum Financial Advisors opened a new position in Progressive (PGR) in Q2 2026: 923 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Quantum Financial Advisors previously reported a position in PGR as recently as Q3 2025.

Quantum Financial Advisors first reported a position in PGR in Q1 2025 and has held it in 4 quarters since. The position peaked at $229K in Q1 2025. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Quantum Financial Advisors held 923 shares of Progressive worth $202K as of Q2 2026.
  • Progressive was a new Quantum Financial Advisors position in Q2 2026.
  • Progressive made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #250 holding.
  • Quantum Financial Advisors first reported a position in Progressive in Q1 2025 and has held it in 4 quarters since.
  • Quantum Financial Advisors's Progressive position peaked at $229K in Q1 2025.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.