UAG
PGR icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Advisor Group's PGR Position: Q2 2026 in Review

United Advisor Group reduced its Progressive (PGR) stake by 1.4% in Q2 2026, selling an estimated $23.6K and leaving 8,491 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #134.

United Advisor Group first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q1 2025. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • United Advisor Group held 8,491 shares of Progressive worth $1.85M as of Q2 2026.
  • United Advisor Group sold 117 Progressive shares in Q2 2026, an estimated $23.6K.
  • Progressive made up 0.2% of United Advisor Group's portfolio in Q2 2026, its #134 holding.
  • United Advisor Group first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Progressive position peaked at $2.04M in Q1 2025.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.