SIA
PGR icon

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
Q2 		$564K Buy
2,583
+96
+4% +$19.3K 0.03% 335
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Soltis Investment Advisors's PGR Position: Q2 2026 in Review

Soltis Investment Advisors increased its Progressive (PGR) stake by 3.9% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,583 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #335.

Soltis Investment Advisors first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $587K in Q4 2025. 1,830 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Soltis Investment Advisors held 2,583 shares of Progressive worth $564K as of Q2 2026.
  • Soltis Investment Advisors bought 96 Progressive shares in Q2 2026, an estimated $19.3K.
  • Progressive made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #335 holding.
  • Soltis Investment Advisors first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Progressive position peaked at $587K in Q4 2025.
  • 1,830 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.