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Regal Investment Advisors’s Progressive PGR Stock Holding History

Regal 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
2026
Q1 		$225K Sell
1,136
-35
-3% -$7.22K 0.01% 603
2025
Q4 		$267K Sell
1,171
-140
-11% -$31.6K 0.02% 534
2025
Q3 		$324K Buy
+1,311
New +$323K 0.02% 453
2025
Q1 		– Sell
-1,074
Closed -$257K – 481
2024
Q4 		$257K Buy
+1,074
New +$270K 0.02% 435
2024
Q3 		– Sell
-1,634
Closed -$339K – 556
2024
Q2 		$339K Sell
1,634
-212
-11% -$44.4K 0.02% 430
2024
Q1 		$382K Sell
1,846
-17
-0.9% -$3.15K 0.03% 408
2023
Q4 		$297K Sell
1,863
-405
-18% -$63.4K 0.02% 422
2023
Q3 		$316K Sell
2,268
-52
-2% -$6.84K 0.03% 381
2023
Q2 		$307K Sell
2,320
-504
-18% -$67.6K 0.03% 390
2023
Q1 		$404K Hold
2,824
– – 0.04% 324
2022
Q4 		$366K Sell
2,824
-22
-0.8% -$2.79K 0.04% 339
2022
Q3 		$331K Sell
2,846
-2,080
-42% -$250K 0.03% 344
2022
Q2 		$573K Sell
4,926
-967
-16% -$110K 0.06% 259
2022
Q1 		$672K Sell
5,893
-5
-0.1% -$541 0.06% 267
2021
Q4 		$605K Buy
5,898
+51
+0.9% +$4.87K 0.05% 307
2021
Q3 		$529K Buy
5,847
+97
+2% +$9.24K 0.05% 325
2021
Q2 		$565K Buy
+5,750
New +$569K 0.06% 311
2021
Q1 		– Sell
-3,431
Closed -$339K – 313
2020
Q4 		$339K Buy
+3,431
New +$325K 0.04% 338
2020
Q3 		– Sell
-2,567
Closed -$206K – 200
2020
Q2 		$206K Buy
+2,567
New +$200K 0.04% 308

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Regal Investment Advisors's PGR Position: Q1 2026 in Review

Regal Investment Advisors reduced its Progressive (PGR) stake by 3% in Q1 2026, selling an estimated $7.22K and leaving 1,136 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #603.

Regal Investment Advisors first reported a position in PGR in Q2 2020 and has held it in 19 quarters since. The position peaked at $672K in Q1 2022. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Regal Investment Advisors held 1,136 shares of Progressive worth $225K as of Q1 2026.
  • Regal Investment Advisors sold 35 Progressive shares in Q1 2026, an estimated $7.22K.
  • Progressive made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #603 holding.
  • Regal Investment Advisors first reported a position in Progressive in Q2 2020 and has held it in 19 quarters since.
  • Regal Investment Advisors's Progressive position peaked at $672K in Q1 2022.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.