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 Q3	$1.93M	Buy	9,308 +817	+10%	+$176K	0.18%	137
2026 Q2	$1.85M	Sell	8,491 -117	-1%	-$23.6K	0.2%	134
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

United Advisor Group's PGR Position: Q3 2026 in Review

United Advisor Group increased its Progressive (PGR) stake by 9.6% in Q3 2026, buying an estimated $176K and bringing the position to 9,308 shares worth $1.93M. The position accounts for 0.18% of the portfolio, ranked #137.

United Advisor Group first reported a position in PGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q1 2025. 1,538 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

United Advisor Group held 9,308 shares of Progressive worth $1.93M as of Q3 2026.
United Advisor Group bought 817 Progressive shares in Q3 2026, an estimated $176K.
Progressive made up 0.18% of United Advisor Group's portfolio in Q3 2026, its #137 holding.
United Advisor Group first reported a position in Progressive in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's Progressive position peaked at $2.04M in Q1 2025.
1,538 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.