SageView Advisory Group’s Progressive PGR Stock Holding History

SageView Advisory Group’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	$1.24M	Buy	5,677 +155	+3%	+$31.2K	0.04%	220
2026 Q1	$1.09M	Buy	5,522 +19	+0.3%	+$3.92K	0.04%	222
2025 Q4	$1.25M	Sell	5,503 -439	-7%	-$99.1K	0.04%	225
2025 Q3	$1.47M	Sell	5,942 -65	-1%	-$16K	0.05%	210
2025 Q2	$1.45M	Sell	6,007 -1,434	-19%	-$393K	0.05%	191
2025 Q1	$2.11M	Buy	7,441 +1,509	+25%	+$395K	0.09%	121
2024 Q4	$1.42M	Buy	5,932 +440	+8%	+$111K	0.06%	175
2024 Q3	$1.39M	Sell	5,492 -3,052	-36%	-$710K	0.07%	152
2024 Q2	$1.77M	Buy	+8,544	New	+$1.79M	0.08%	140
2024 Q1	–	Sell	-8,006	Closed	-$1.44M	–	722
2023 Q4	$1.44M	Buy	+8,006	New	+$1.25M	0.06%	200

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's PGR Position: Q2 2026 in Review

SageView Advisory Group increased its Progressive (PGR) stake by 2.8% in Q2 2026, buying an estimated $31.2K and bringing the position to 5,677 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #220.

SageView Advisory Group first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

SageView Advisory Group held 5,677 shares of Progressive worth $1.24M as of Q2 2026.
SageView Advisory Group bought 155 Progressive shares in Q2 2026, an estimated $31.2K.
Progressive made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #220 holding.
SageView Advisory Group first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's Progressive position peaked at $2.11M in Q1 2025.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.