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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strata Wealth Advisors's PGR Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Progressive (PGR) stake by 18% in Q1 2026, selling an estimated $181K and leaving 4,065 shares worth $806K. 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 10 quarters since. The position peaked at $5.82M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Strata Wealth Advisors held 4,065 shares of Progressive worth $806K as of Q1 2026.
Strata Wealth Advisors sold 876 Progressive shares in Q1 2026, an estimated $181K.
Progressive made up 0.22% of Strata Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Strata Wealth Advisors first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
Strata Wealth Advisors's Progressive position peaked at $5.82M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.