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Soltis Investment Advisors’s Progressive PGR Stock Holding History

Soltis Investment 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
Q1 		$493K Sell
2,487
-90
-3% -$18.6K 0.03% 337
2025
Q4 		$587K Buy
2,577
+1,533
+147% +$346K 0.04% 300
2025
Q3 		$258K Sell
1,044
-60
-5% -$14.8K 0.02% 409
2025
Q2 		$295K Buy
+1,104
New +$303K 0.02% 326

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Soltis Investment Advisors's PGR Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Progressive (PGR) stake by 3.5% in Q1 2026, selling an estimated $18.6K and leaving 2,487 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #337.

Soltis Investment Advisors first reported a position in PGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $587K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Soltis Investment Advisors held 2,487 shares of Progressive worth $493K as of Q1 2026.
  • Soltis Investment Advisors sold 90 Progressive shares in Q1 2026, an estimated $18.6K.
  • Progressive made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #337 holding.
  • Soltis Investment Advisors first reported a position in Progressive in Q2 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Progressive position peaked at $587K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.