United Advisor Group’s Progressive PGR Stock Holding History

United Advisor Group’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	$1.71M	Buy	8,608 +2,018	+31%	+$416K	0.21%	120
2025 Q4	$1.5M	Buy	6,590 +47	+0.7%	+$10.6K	0.19%	132
2025 Q3	$1.62M	Buy	6,543 +393	+6%	+$96.9K	0.22%	107
2025 Q2	$1.64M	Sell	6,150 -1,066	-15%	-$292K	0.28%	94
2025 Q1	$2.04M	Buy	7,216 +1,299	+22%	+$340K	0.42%	65
2024 Q4	$1.42M	Buy	5,917 +488	+9%	+$123K	0.28%	83
2024 Q3	$1.38M	Buy	5,429 +510	+10%	+$119K	0.31%	80
2024 Q2	$1.02M	Buy	4,919 +1,304	+36%	+$273K	0.32%	79
2024 Q1	$748K	Sell	3,615 -3,042	-46%	-$564K	0.28%	94
2023 Q4	$1.08M	Buy	+6,657	New	+$1.04M	1.3%	17

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

United Advisor Group's PGR Position: Q1 2026 in Review

United Advisor Group increased its Progressive (PGR) stake by 31% in Q1 2026, buying an estimated $416K and bringing the position to 8,608 shares worth $1.71M. The position accounts for 0.21% of the portfolio, ranked #120.

United Advisor Group first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

United Advisor Group held 8,608 shares of Progressive worth $1.71M as of Q1 2026.
United Advisor Group bought 2,018 Progressive shares in Q1 2026, an estimated $416K.
Progressive made up 0.21% of United Advisor Group's portfolio in Q1 2026, its #120 holding.
United Advisor Group first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Progressive position peaked at $2.04M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.