ShankerValleau Wealth Advisors’s Progressive PGR Stock Holding History

ShankerValleau 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
2026 Q2	$3.11M	Hold	14,250	–	–	0.82%	16
2026 Q1	$2.82M	Hold	14,250	–	–	0.8%	15
2025 Q4	$3.25M	Hold	14,250	–	–	0.88%	15
2025 Q3	$3.52M	Sell	14,250 -750	-5%	-$185K	0.9%	15
2025 Q2	$4M	Hold	15,000	–	–	1.14%	15
2025 Q1	$4.25M	Hold	15,000	–	–	1.38%	13
2024 Q4	$3.59M	Hold	15,000	–	–	1.15%	14
2024 Q3	$3.81M	Buy	15,000 +1,000	+7%	+$232K	1.3%	11
2024 Q2	$2.91M	Hold	14,000	–	–	1.24%	11
2024 Q1	$2.9M	Hold	14,000	–	–	1.33%	11
2023 Q4	$2.23M	Buy	14,000 +6,000	+75%	+$939K	1.14%	12
2023 Q3	$1.11M	Hold	8,000	–	–	0.63%	14
2023 Q2	$1.06M	Hold	8,000	–	–	0.58%	14
2023 Q1	$1.14M	Hold	8,000	–	–	0.66%	14
2022 Q4	$1.04M	Buy	+8,000	New	+$1.01M	0.64%	14

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

ShankerValleau Wealth Advisors's PGR Position: Q2 2026 in Review

ShankerValleau Wealth Advisors held its Progressive (PGR) position steady in Q2 2026 at 14,250 shares worth $3.11M. The position accounts for 0.82% of the portfolio, ranked #16.

ShankerValleau Wealth Advisors first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.25M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

ShankerValleau Wealth Advisors held 14,250 shares of Progressive worth $3.11M as of Q2 2026.
ShankerValleau Wealth Advisors left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.82% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #16 holding.
ShankerValleau Wealth Advisors first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
ShankerValleau Wealth Advisors's Progressive position peaked at $4.25M in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.