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Sound View Wealth Advisors Group’s Progressive PGR Stock Holding History

Sound View Wealth Advisors Group’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 		$4.01M Buy
18,341
+532
+3% +$107K 0.25% 93
2026
Q1 		$3.53M Buy
17,809
+930
+6% +$192K 0.24% 93
2025
Q4 		$3.84M Buy
16,879
+182
+1% +$41.1K 0.26% 85
2025
Q3 		$4.12M Buy
16,697
+828
+5% +$204K 0.28% 82
2025
Q2 		$4.23M Buy
15,869
+2,656
+20% +$728K 0.31% 74
2025
Q1 		$3.74M Buy
13,213
+393
+3% +$103K 0.31% 74
2024
Q4 		$3.07M Buy
12,820
+1,346
+12% +$339K 0.25% 89
2024
Q3 		$2.91M Buy
11,474
+1,504
+15% +$350K 0.24% 97
2024
Q2 		$2.07M Buy
9,970
+60
+0.6% +$12.6K 0.21% 107
2024
Q1 		$2.05M Buy
9,910
+562
+6% +$104K 0.22% 109
2023
Q4 		$1.49M Sell
9,348
-1,549
-14% -$243K 0.16% 128
2023
Q3 		$1.52M Sell
10,897
-1,174
-10% -$154K 0.19% 111
2023
Q2 		$1.6M Buy
12,071
+156
+1% +$20.9K 0.21% 102
2023
Q1 		$1.7M Buy
11,915
+2,567
+27% +$354K 0.23% 94
2022
Q4 		$1.49M Sell
9,348
-89
-0.9% -$11.3K 0.16% 128
2022
Q3 		$1.1M Sell
9,437
-194
-2% -$23.4K 0.25% 102
2022
Q2 		$1.12M Sell
9,631
-664
-6% -$75.3K 0.23% 106
2022
Q1 		$1.17M Buy
10,295
+3,862
+60% +$418K 0.22% 107
2021
Q4 		$660K Buy
6,433
+884
+16% +$84.4K 0.12% 150
2021
Q3 		$502K Buy
5,549
+409
+8% +$39K 0.1% 173
2021
Q2 		$505K Sell
5,140
-126
-2% -$12.5K 0.11% 170
2021
Q1 		$503K Buy
5,266
+2,334
+80% +$212K 0.12% 159
2020
Q4 		$290K Sell
2,932
-8
-0.3% -$757 0.07% 207
2020
Q3 		$278K Buy
2,940
+348
+13% +$31.3K 0.07% 200
2020
Q2 		$208K Buy
+2,592
New +$202K 0.06% 229
2019
Q4 		– Sell
-2,649
Closed -$205K – 242
2019
Q3 		$205K Hold
2,649
– – 0.06% 236
2019
Q2 		$212K Buy
+2,649
New +$205K 0.06% 234

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 $3.37T AUM 44.26% 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

Sound View Wealth Advisors Group's PGR Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Progressive (PGR) stake by 3% in Q2 2026, buying an estimated $107K and bringing the position to 18,341 shares worth $4.01M. The position accounts for 0.25% of the portfolio, ranked #93.

Sound View Wealth Advisors Group first reported a position in PGR in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.23M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Sound View Wealth Advisors Group held 18,341 shares of Progressive worth $4.01M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 532 Progressive shares in Q2 2026, an estimated $107K.
  • Progressive made up 0.25% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #93 holding.
  • Sound View Wealth Advisors Group first reported a position in Progressive in Q2 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's Progressive position peaked at $4.23M in Q2 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.