Tobias Financial Advisors’s Progressive PGR Stock Holding History

Tobias Financial 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	$275K	Sell	1,257 -4	-0.3%	-$806	0.03%	127
2026 Q1	$250K	Sell	1,261 -124	-9%	-$25.6K	0.03%	125
2025 Q4	$315K	Buy	1,385 +444	+47%	+$100K	0.04%	107
2025 Q3	$232K	Buy	941 +87	+10%	+$21.4K	0.04%	118
2025 Q2	$228K	Hold	854	–	–	0.04%	112
2025 Q1	$242K	Hold	854	–	–	0.05%	100
2024 Q4	$205K	Buy	+854	New	+$215K	0.04%	105
2020 Q1	–	Sell	-75	Closed	-$5K	–	213
2019 Q4	$5K	Buy	+75	New	+$5.41K	﹤0.01%	216

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tobias Financial Advisors's PGR Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Progressive (PGR) stake by 0.32% in Q2 2026, selling an estimated $806 and leaving 1,257 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #127.

Tobias Financial Advisors first reported a position in PGR in Q4 2019 and has held it in 8 quarters since. The position peaked at $315K in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Tobias Financial Advisors held 1,257 shares of Progressive worth $275K as of Q2 2026.
Tobias Financial Advisors sold 4 Progressive shares in Q2 2026, an estimated $806.
Progressive made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #127 holding.
Tobias Financial Advisors first reported a position in Progressive in Q4 2019 and has held it in 8 quarters since.
Tobias Financial Advisors's Progressive position peaked at $315K in Q4 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.