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Realta Investment Advisors’s Progressive PGR Stock Holding History

Realta 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
2025
Q3 		– Sell
-2,689
Closed -$718K – 347
2025
Q2 		$718K Buy
2,689
+199
+8% +$54.5K 0.28% 76
2025
Q1 		$705K Buy
2,490
+422
+20% +$110K 0.32% 77
2024
Q4 		$501K Buy
+2,068
New +$521K 0.21% 107
2024
Q3 		– Sell
-6,580
Closed -$1.37M – 650
2024
Q2 		$1.37M Buy
6,580
+851
+15% +$178K 0.27% 90
2024
Q1 		$1.18M Buy
5,729
+152
+3% +$28.2K 0.24% 100
2023
Q4 		$888K Buy
5,577
+238
+4% +$37.3K 0.2% 132
2023
Q3 		$707K Hold
5,339
– – 0.16% 145
2023
Q2 		$707K Sell
5,339
-1,853
-26% -$248K 0.15% 155
2023
Q1 		$1.03M Buy
7,192
+561
+8% +$77.4K 0.25% 102
2022
Q4 		$860K Buy
6,631
+909
+16% +$115K 0.21% 123
2022
Q3 		$665K Buy
5,722
+629
+12% +$75.7K 0.17% 149
2022
Q2 		$603K Buy
5,093
+1,514
+42% +$172K 0.15% 161
2022
Q1 		$408K Buy
3,579
+779
+28% +$84.3K 0.08% 249
2021
Q4 		$287K Buy
2,800
+1
+0% +$95 0.06% 324
2021
Q3 		$253K Buy
2,799
+17
+0.6% +$1.62K 0.06% 332
2021
Q2 		$273K Buy
2,782
+11
+0.4% +$1.09K 0.06% 309
2021
Q1 		$265K Buy
+2,771
New +$252K 0.07% 299
2020
Q1 		– Sell
-1,721
Closed -$127K – 1076
2019
Q4 		$127K Sell
1,721
-1,699
-50% -$122K 0.03% 440
2019
Q3 		$264K Buy
3,420
+2,335
+215% +$184K 0.07% 276
2019
Q2 		$87K Sell
1,085
-3,725
-77% -$288K 0.02% 539
2019
Q1 		$348K Buy
+4,810
New +$330K 0.16% 186

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Realta Investment Advisors's PGR Position: Q3 2025 in Review

Realta Investment Advisors sold out of Progressive (PGR) in Q3 2025, closing a stake of 2,689 shares — an estimated $718K sold.

Realta Investment Advisors first reported a position in PGR in Q1 2019 and held it in 21 quarters. The position peaked at $1.37M in Q2 2024. 1,799 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Realta Investment Advisors reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 2,689 Progressive shares in Q3 2025, an estimated $718K.
  • Realta Investment Advisors first reported a position in Progressive in Q1 2019 and held it in 21 quarters.
  • Realta Investment Advisors's Progressive position peaked at $1.37M in Q2 2024.
  • 1,799 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.