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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SageView Advisory Group's PGR Position: Q4 2025 in Review

SageView Advisory Group reduced its Progressive (PGR) stake by 7.4% in Q4 2025, selling an estimated $99.1K and leaving 5,503 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #225.

SageView Advisory Group first reported a position in PGR in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.11M in Q1 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

SageView Advisory Group held 5,503 shares of Progressive worth $1.25M as of Q4 2025.
SageView Advisory Group sold 439 Progressive shares in Q4 2025, an estimated $99.1K.
Progressive made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #225 holding.
SageView Advisory Group first reported a position in Progressive in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Progressive position peaked at $2.11M in Q1 2025.
1,829 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.