SWA
PGR icon

Strata Wealth Advisors’s Progressive PGR Stock Holding History

Strata 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
Q2 		$893K Buy
4,088
+23
+0.6% +$4.63K 0.22% 40
2026
Q1 		$806K Sell
4,065
-876
-18% -$181K 0.22% 40
2025
Q4 		$1.13M Sell
4,941
-12,505
-72% -$2.82M 0.31% 33
2025
Q3 		$4.31M Sell
17,446
-2,531
-13% -$624K 1.14% 19
2025
Q2 		$5.33M Sell
19,977
-596
-3% -$163K 1.47% 11
2025
Q1 		$5.82M Sell
20,573
-1,343
-6% -$351K 1.81% 10
2024
Q4 		$5.25M Buy
21,916
+8
+0% +$2.01K 1.65% 10
2024
Q3 		$5.56M Sell
21,908
-31
-0.1% -$7.21K 1.79% 9
2024
Q2 		$4.56M Sell
21,939
-101
-0.5% -$21.1K 1.57% 10
2024
Q1 		$4.56M Buy
22,040
+4,062
+23% +$754K 1.6% 9
2023
Q4 		$2.86M Buy
+17,978
New +$2.81M 1.13% 16

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

Strata Wealth Advisors's PGR Position: Q2 2026 in Review

Strata Wealth Advisors increased its Progressive (PGR) stake by 0.57% in Q2 2026, buying an estimated $4.63K and bringing the position to 4,088 shares worth $893K. The position accounts for 0.22% of the portfolio, ranked #40.

Strata Wealth Advisors first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.82M in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Strata Wealth Advisors held 4,088 shares of Progressive worth $893K as of Q2 2026.
  • Strata Wealth Advisors bought 23 Progressive shares in Q2 2026, an estimated $4.63K.
  • Progressive made up 0.22% of Strata Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Strata Wealth Advisors first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Strata Wealth Advisors's Progressive position peaked at $5.82M in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.