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Sowell Financial Services’s Progressive PGR Stock Holding History

Sowell Financial Services’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 		$599K Sell
2,743
-290
-10% -$58.4K 0.02% 594
2026
Q1 		$601K Buy
3,033
+151
+5% +$31.2K 0.02% 581
2025
Q4 		$656K Sell
2,882
-69
-2% -$15.6K 0.02% 563
2025
Q3 		$729K Sell
2,951
-215
-7% -$53K 0.03% 521
2025
Q2 		$845K Sell
3,166
-1,647
-34% -$451K 0.03% 459
2025
Q1 		$1.36M Buy
+4,813
New +$1.26M 0.06% 311
2023
Q2 		– Sell
-2,193
Closed -$314K – 757
2023
Q1 		$314K Buy
+2,193
New +$302K 0.02% 540
2021
Q3 		– Sell
-12,758
Closed -$1.25M – 537
2021
Q2 		$1.25M Sell
12,758
-715
-5% -$70.7K 0.08% 267
2021
Q1 		$1.4M Buy
13,473
+527
+4% +$47.9K 0.05% 323
2020
Q4 		$1.28M Sell
12,946
-719
-5% -$68K 0.05% 274
2020
Q3 		$1.29M Sell
13,665
-3,853
-22% -$346K 0.06% 244
2020
Q2 		$1.4M Sell
17,518
-5,816
-25% -$454K 0.08% 219
2020
Q1 		$1.72M Buy
23,334
+13,392
+135% +$1.03M 0.13% 175
2019
Q4 		$720K Sell
9,942
-7,526
-43% -$543K 0.05% 341
2019
Q3 		$1.35M Buy
+17,468
New +$1.37M 0.11% 192
2019
Q1 		$734K Buy
10,188
+475
+5% +$32.5K 0.08% 253
2018
Q4 		$586K Buy
9,713
+5,329
+122% +$355K 0.08% 245
2018
Q3 		$311K Buy
4,384
+544
+14% +$35K 0.05% 265
2018
Q2 		$238K Sell
3,840
-2,222
-37% -$136K 0.05% 249
2018
Q1 		$358K Buy
+6,062
New +$346K 0.09% 194
2017
Q3 		– Sell
-27,157
Closed -$1.29M – 280
2017
Q2 		$1.29M Sell
27,157
-847
-3% -$35.2K 0.37% 66
2017
Q1 		$1.17M Buy
28,004
+26,629
+1,937% +$1.02M 0.35% 69
2016
Q4 		$53K Buy
+1,375
New +$45.5K 0.02% 336

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

Sowell Financial Services's PGR Position: Q2 2026 in Review

Sowell Financial Services reduced its Progressive (PGR) stake by 9.6% in Q2 2026, selling an estimated $58.4K and leaving 2,743 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #594.

Sowell Financial Services first reported a position in PGR in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.72M in Q1 2020. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Sowell Financial Services held 2,743 shares of Progressive worth $599K as of Q2 2026.
  • Sowell Financial Services sold 290 Progressive shares in Q2 2026, an estimated $58.4K.
  • Progressive made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #594 holding.
  • Sowell Financial Services first reported a position in Progressive in Q4 2016 and has held it in 23 quarters since.
  • Sowell Financial Services's Progressive position peaked at $1.72M in Q1 2020.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.