Strategic Investment Advisors’s Progressive PGR Stock Holding History

Strategic 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 Q1	$121K	Buy	+612	New	+$126K	0.01%	360
2025 Q3	–	Sell	-1,486	Closed	-$397K	–	275
2025 Q2	$397K	Sell	1,486 -287	-16%	-$78.7K	0.04%	184
2025 Q1	$502K	Sell	1,773 -280	-14%	-$73.2K	0.05%	166
2024 Q4	$492K	Buy	2,053 +30	+1%	+$7.55K	0.05%	171
2024 Q3	$513K	Sell	2,023 -357	-15%	-$83K	0.06%	178
2024 Q2	$494K	Buy	2,380 +8	+0.3%	+$1.67K	0.06%	180
2024 Q1	$491K	Sell	2,372 -31	-1%	-$5.75K	0.06%	178
2023 Q4	$383K	Sell	2,403 -36	-1%	-$5.64K	0.06%	186
2023 Q3	$340K	Buy	2,439 +9	+0.4%	+$1.18K	0.06%	195
2023 Q2	$322K	Buy	+2,430	New	+$326K	0.04%	161
2021 Q3	–	Sell	-17,704	Closed	-$1.74M	–	187
2021 Q2	$1.74M	Buy	17,704 +683	+4%	+$67.6K	0.4%	50
2021 Q1	$1.63M	Buy	17,021 +1,798	+12%	+$163K	0.42%	51
2020 Q4	$1.5M	Buy	15,223 +12,148	+395%	+$1.15M	0.43%	52
2020 Q3	$291K	Buy	+3,075	New	+$276K	0.1%	142

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 $147M AUM 25.76% 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

Strategic Investment Advisors's PGR Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Progressive (PGR) in Q1 2026: 612 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in PGR as recently as Q2 2025.

Strategic Investment Advisors first reported a position in PGR in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.74M in Q2 2021. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Strategic Investment Advisors held 612 shares of Progressive worth $121K as of Q1 2026.
Progressive was a new Strategic Investment Advisors position in Q1 2026.
Progressive made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #360 holding.
Strategic Investment Advisors first reported a position in Progressive in Q3 2020 and has held it in 14 quarters since.
Strategic Investment Advisors's Progressive position peaked at $1.74M in Q2 2021.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.