SOA Wealth Advisors
PGR icon

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
Q3 		$24.8K Sell
2,772
-30
-1% -$6.48K ﹤0.01% 479
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% -$4.06K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SOA Wealth Advisors's PGR Position: Q3 2026 in Review

SOA Wealth Advisors reduced its Progressive (PGR) stake by 1.1% in Q3 2026, selling an estimated $6.48K and leaving 2,772 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

SOA Wealth Advisors first reported a position in PGR in Q4 2020 and has held it in 14 quarters since. The position peaked at $160K in Q2 2025. 1,538 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • SOA Wealth Advisors held 2,772 shares of Progressive worth $24.8K as of Q3 2026.
  • SOA Wealth Advisors sold 30 Progressive shares in Q3 2026, an estimated $6.48K.
  • Progressive made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #479 holding.
  • SOA Wealth Advisors first reported a position in Progressive in Q4 2020 and has held it in 14 quarters since.
  • SOA Wealth Advisors's Progressive position peaked at $160K in Q2 2025.
  • 1,538 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.