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Robinson Smith Wealth Advisors’s Progressive PGR Stock Holding History

Robinson Smith Wealth 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
-753
Closed -$201K – 94
2025
Q2 		$201K Sell
753
-19
-2% -$5.21K 0.16% 91
2025
Q1 		$218K Buy
+772
New +$202K 0.18% 83

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 $298B AUM 21.96% 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

Robinson Smith Wealth Advisors's PGR Position: Q3 2025 in Review

Robinson Smith Wealth Advisors sold out of Progressive (PGR) in Q3 2025, closing a stake of 753 shares — an estimated $201K sold.

Robinson Smith Wealth Advisors first reported a position in PGR in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Robinson Smith Wealth Advisors reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Robinson Smith Wealth Advisors sold 753 Progressive shares in Q3 2025, an estimated $201K.
  • Robinson Smith Wealth Advisors first reported a position in Progressive in Q1 2025 and held it in 2 quarters.
  • Robinson Smith Wealth Advisors's Progressive position peaked at $218K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.