SOA Wealth Advisors’s Progressive PGR Stock Holding History

SOA 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	$32.5K	Sell	2,802 -10,736	-79%	-$2.16M	0.01%	452
2026 Q1	$71.9K	Sell	13,538 -67	-0.5%	-$13.8K	0.01%	313
2025 Q4	$95.9K	Sell	13,605 -18	-0.1%	-$4.07K	0.02%	290
2025 Q3	$107K	Sell	13,623 -169	-1%	-$41.7K	0.02%	283
2025 Q2	$160K	Buy	13,792 +2,021	+17%	+$554K	0.03%	220
2025 Q1	$51K	Buy	+11,771	New	+$3.08M	0.01%	340
2022 Q3	–	Sell	-4	Closed	–	–	947
2022 Q2	$0	Hold	4	–	–	﹤0.01%	976
2022 Q1	$0	Hold	4	–	–	﹤0.01%	981
2021 Q4	$0	Hold	4	–	–	﹤0.01%	959
2021 Q3	$0	Hold	4	–	–	﹤0.01%	967
2021 Q2	$0	Buy	4 +1	+33%	+$99	﹤0.01%	945
2021 Q1	$0	Hold	3	–	–	﹤0.01%	897
2020 Q4	$0	Buy	+3	New	+$284	﹤0.01%	867

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

SOA Wealth Advisors reduced its Progressive (PGR) stake by 79% in Q2 2026, selling an estimated $2.16M and leaving 2,802 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #452.

SOA Wealth Advisors first reported a position in PGR in Q4 2020 and has held it in 13 quarters since. The position peaked at $160K in Q2 2025. 365 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

SOA Wealth Advisors held 2,802 shares of Progressive worth $32.5K as of Q2 2026.
SOA Wealth Advisors sold 10,736 Progressive shares in Q2 2026, an estimated $2.16M.
Progressive made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #452 holding.
SOA Wealth Advisors first reported a position in Progressive in Q4 2020 and has held it in 13 quarters since.
SOA Wealth Advisors's Progressive position peaked at $160K in Q2 2025.
365 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.