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Stratos Wealth Advisors’s Progressive PGR Stock Holding History

Stratos 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 		$2.43M Buy
12,256
+10
+0.1% +$2.06K 0.15% 139
2025
Q4 		$2.79M Buy
12,246
+1,674
+16% +$378K 0.13% 169
2025
Q3 		$2.61M Buy
10,572
+2,000
+23% +$493K 0.13% 176
2025
Q2 		$2.29M Sell
8,572
-650
-7% -$178K 0.12% 180
2025
Q1 		$2.61M Sell
9,222
-153
-2% -$40K 0.14% 137
2024
Q4 		$2.25M Buy
9,375
+344
+4% +$86.6K 0.11% 193
2024
Q3 		$2.29M Sell
9,031
-42
-0.5% -$9.77K 0.11% 212
2024
Q2 		$1.88M Buy
9,073
+610
+7% +$128K 0.09% 218
2024
Q1 		$1.75M Buy
8,463
+329
+4% +$61K 0.1% 217
2023
Q4 		$1.3M Sell
8,134
-1,501
-16% -$235K 0.07% 277
2023
Q3 		$1.34M Sell
9,635
-882
-8% -$116K 0.09% 250
2023
Q2 		$1.39M Hold
10,517
– – 0.1% 241
2023
Q1 		$1.5M Sell
10,517
-153
-1% -$21.1K 0.12% 225
2022
Q4 		$1.38M Buy
10,670
+114
+1% +$14.4K 0.12% 237
2022
Q3 		$1.23M Sell
10,556
-921
-8% -$111K 0.13% 216
2022
Q2 		$1.33M Sell
11,477
-128
-1% -$14.5K 0.12% 215
2022
Q1 		$1.32M Sell
11,605
-407
-3% -$44K 0.11% 227
2021
Q4 		$1.23M Buy
12,012
+231
+2% +$22.1K 0.09% 254
2021
Q3 		$1.06M Sell
11,781
-719
-6% -$68.5K 0.09% 246
2021
Q2 		$1.23M Buy
12,500
+43
+0.3% +$4.25K 0.11% 215
2021
Q1 		$1.19M Buy
12,457
+1,760
+16% +$160K 0.13% 192
2020
Q4 		$1.06M Hold
10,697
– – 0.15% 156
2020
Q3 		$1.01M Buy
10,697
+75
+0.7% +$6.74K 0.25% 98
2020
Q2 		$851K Buy
10,622
+23
+0.2% +$1.79K 0.26% 90
2020
Q1 		$783K Buy
10,599
+1,402
+15% +$108K 0.55% 48
2019
Q4 		$666K Sell
9,197
-321
-3% -$23.1K 0.38% 63
2019
Q3 		$735K Buy
9,518
+23
+0.2% +$1.81K 0.28% 90
2019
Q2 		$759K Buy
+9,495
New +$734K 0.3% 79

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Stratos Wealth Advisors increased its Progressive (PGR) stake by 0.08% in Q1 2026, buying an estimated $2.06K and bringing the position to 12,256 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #139.

Stratos Wealth Advisors first reported a position in PGR in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.79M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Stratos Wealth Advisors held 12,256 shares of Progressive worth $2.43M as of Q1 2026.
  • Stratos Wealth Advisors bought 10 Progressive shares in Q1 2026, an estimated $2.06K.
  • Progressive made up 0.15% of Stratos Wealth Advisors's portfolio in Q1 2026, its #139 holding.
  • Stratos Wealth Advisors first reported a position in Progressive in Q2 2019 and has held it in 28 quarters since.
  • Stratos Wealth Advisors's Progressive position peaked at $2.79M in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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