U.S. Capital Wealth Advisors’s Progressive PGR Stock Holding History

U.S. Capital 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	$610K	Sell	3,078 -11,865	-79%	-$2.45M	0.02%	638
2025 Q4	$3.4M	Sell	14,943 -2,264	-13%	-$511K	0.09%	241
2025 Q3	$4.25M	Sell	17,207 -10,275	-37%	-$2.53M	0.11%	203
2025 Q2	$7.33M	Sell	27,482 -3,529	-11%	-$967K	0.21%	129
2025 Q1	$8.78M	Buy	31,011 +209	+0.7%	+$54.7K	0.27%	96
2024 Q4	$7.38M	Buy	30,802 +28,282	+1,122%	+$7.12M	0.23%	108
2024 Q3	$639K	Sell	2,520 -9	-0.4%	-$2.09K	0.02%	422
2024 Q2	$525K	Sell	2,529 -108	-4%	-$22.6K	0.02%	447
2024 Q1	$545K	Sell	2,637 -789	-23%	-$146K	0.02%	452
2023 Q4	$546K	Sell	3,426 -419	-11%	-$65.6K	0.02%	436
2023 Q3	$536K	Sell	3,845 -183	-5%	-$24.1K	0.02%	417
2023 Q2	$533K	Buy	4,028 +27	+0.7%	+$3.62K	0.03%	429
2023 Q1	$572K	Sell	4,001 -358	-8%	-$49.4K	0.03%	402
2022 Q4	$565K	Sell	4,359 -86	-2%	-$10.9K	0.03%	430
2022 Q3	$517K	Sell	4,445 -154	-3%	-$18.5K	0.03%	432
2022 Q2	$535K	Buy	4,599 +24	+0.5%	+$2.72K	0.02%	443
2022 Q1	$522K	Buy	4,575 +258	+6%	+$27.9K	0.02%	507
2021 Q4	$443K	Sell	4,317 -7	-0.2%	-$668	0.02%	539
2021 Q3	$391K	Buy	+4,324	New	+$412K	0.02%	554

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

U.S. Capital Wealth Advisors's PGR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Progressive (PGR) stake by 79% in Q1 2026, selling an estimated $2.45M and leaving 3,078 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #638.

U.S. Capital Wealth Advisors first reported a position in PGR in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.78M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

U.S. Capital Wealth Advisors held 3,078 shares of Progressive worth $610K as of Q1 2026.
U.S. Capital Wealth Advisors sold 11,865 Progressive shares in Q1 2026, an estimated $2.45M.
Progressive made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #638 holding.
U.S. Capital Wealth Advisors first reported a position in Progressive in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Progressive position peaked at $8.78M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.