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Rise Advisors’s Progressive PGR Stock Holding History

Rise 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
Q4 		– Sell
-540
Closed -$133K – 1067
2025
Q3 		$133K Buy
540
+15
+3% +$3.7K 0.05% 130
2025
Q2 		$140K Buy
525
+4
+0.8% +$1.1K 0.06% 122
2025
Q1 		$147K Buy
521
+36
+7% +$9.42K 0.07% 113
2024
Q4 		$116K Buy
485
+1
+0.2% +$252 0.06% 131
2024
Q3 		$123K Hold
484
– – 0.06% 133
2024
Q2 		$101K Hold
484
– – 0.05% 147
2024
Q1 		$100K Buy
484
+314
+185% +$58.3K 0.05% 153
2023
Q4 		$27.1K Hold
170
– – 0.02% 223
2023
Q3 		$23.7K Buy
+170
New +$22.4K 0.02% 216

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Rise Advisors's PGR Position: Q4 2025 in Review

Rise Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 540 shares — an estimated $133K sold.

Rise Advisors first reported a position in PGR in Q3 2023 and held it in 9 quarters. The position peaked at $147K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Rise Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 540 Progressive shares in Q4 2025, an estimated $133K.
  • Rise Advisors first reported a position in Progressive in Q3 2023 and held it in 9 quarters.
  • Rise Advisors's Progressive position peaked at $147K in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.