TRUE Private Wealth Advisors’s Progressive PGR Stock Holding History

TRUE Private 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	–	Sell	-892	Closed	-$203K	–	279
2025 Q4	$203K	Buy	+892	New	+$201K	0.02%	257
2024 Q3	–	Sell	-995	Closed	-$207K	–	264
2024 Q2	$207K	Sell	995 -103	-9%	-$21.6K	0.02%	267
2024 Q1	$227K	Buy	+1,098	New	+$204K	0.03%	258
2021 Q1	–	Sell	-39	Closed	-$3K	–	567
2020 Q4	$3K	Hold	39	–	–	﹤0.01%	637
2020 Q3	$3K	Hold	39	–	–	﹤0.01%	602
2020 Q2	$3K	Hold	39	–	–	﹤0.01%	600
2020 Q1	$2K	Sell	39 -3,609	-99%	-$278K	﹤0.01%	610
2019 Q4	$264K	Sell	3,648 -523	-13%	-$37.7K	0.04%	187
2019 Q3	$322K	Sell	4,171 -83	-2%	-$6.53K	0.06%	154
2019 Q2	$340K	Buy	4,254 +144	+4%	+$11.1K	0.06%	146
2019 Q1	$296K	Sell	4,110 -185	-4%	-$12.7K	0.06%	154
2018 Q4	$259K	Sell	4,295 -59	-1%	-$3.92K	0.05%	194
2018 Q3	$309K	Buy	4,354 +15	+0.3%	+$965	0.04%	214
2018 Q2	$256K	Sell	4,339 -277	-6%	-$17K	0.04%	232
2018 Q1	$281K	Buy	4,616 +63	+1%	+$3.6K	0.05%	189
2017 Q4	$256K	Hold	4,553	–	–	0.04%	193
2017 Q3	$220K	Hold	4,553	–	–	0.05%	141
2017 Q2	$200K	Buy	+4,553	New	+$189K	0.05%	144

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

TRUE Private Wealth Advisors's PGR Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 892 shares — an estimated $203K sold.

TRUE Private Wealth Advisors first reported a position in PGR in Q2 2017 and held it in 18 quarters. The position peaked at $340K in Q2 2019. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

TRUE Private Wealth Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 892 Progressive shares in Q1 2026, an estimated $203K.
TRUE Private Wealth Advisors first reported a position in Progressive in Q2 2017 and held it in 18 quarters.
TRUE Private Wealth Advisors's Progressive position peaked at $340K in Q2 2019.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.