Valeo Financial Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $520K | Buy |
2,378
+467
| +24% | +$94.1K | 0.01% | 439 |
|
|
2026
Q1 | $379K | Sell |
1,911
-2,229
| -54% | -$460K | 0.01% | 472 |
|
|
2025
Q4 | $943K | Buy |
4,140
+372
| +10% | +$84K | 0.02% | 313 |
|
|
2025
Q3 | $931K | Sell |
3,768
-439
| -10% | -$108K | 0.02% | 320 |
|
|
2025
Q2 | $1.12M | Buy |
4,207
+285
| +7% | +$78.1K | 0.03% | 272 |
|
|
2025
Q1 | $1.11M | Buy |
3,922
+286
| +8% | +$74.8K | 0.03% | 244 |
|
|
2024
Q4 | $871K | Sell |
3,636
-330
| -8% | -$83.1K | 0.02% | 297 |
|
|
2024
Q3 | $1.01M | Buy |
3,966
+212
| +6% | +$49.3K | 0.03% | 263 |
|
|
2024
Q2 | $780K | Sell |
3,754
-319
| -8% | -$66.8K | 0.02% | 287 |
|
|
2024
Q1 | $864K | Buy |
4,073
+150
| +4% | +$27.8K | 0.03% | 263 |
|
|
2023
Q4 | $625K | Buy |
3,923
+846
| +27% | +$132K | 0.03% | 303 |
|
|
2023
Q3 | $429K | Buy |
3,077
+683
| +29% | +$89.8K | 0.02% | 373 |
|
|
2023
Q2 | $317K | Sell |
2,394
-1,085
| -31% | -$145K | 0.01% | 419 |
|
|
2023
Q1 | $498K | Buy |
3,479
+1,224
| +54% | +$169K | 0.02% | 341 |
|
|
2022
Q4 | $292K | Buy |
+2,255
| New | +$286K | 0.02% | 390 |
|
|
2022
Q1 | – | Sell |
-2,345
| Closed | -$241K | – | 676 |
|
|
2021
Q4 | $241K | Buy |
+2,345
| New | +$224K | 0.01% | 470 |
|
|
2021
Q2 | – | Sell |
-2,245
| Closed | -$215K | – | 1439 |
|
|
2021
Q1 | $215K | Hold |
2,245
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $222K | Buy |
2,245
+145
| +7% | +$13.7K | 0.01% | 392 |
|
|
2020
Q3 | $199K | Sell |
2,100
-1,079
| -34% | -$97K | 0.02% | 328 |
|
|
2020
Q2 | $255K | Buy |
3,179
+38
| +1% | +$2.97K | 0.02% | 280 |
|
|
2020
Q1 | $252K | Sell |
3,141
-427
| -12% | -$32.9K | 0.03% | 252 |
|
|
2019
Q4 | $258K | Sell |
3,568
-145
| -4% | -$10.5K | 0.03% | 271 |
|
|
2019
Q3 | $287K | Buy |
3,713
+401
| +12% | +$31.5K | 0.03% | 232 |
|
|
2019
Q2 | $265K | Buy |
3,312
+455
| +16% | +$35.2K | 0.03% | 237 |
|
|
2019
Q1 | $206K | Buy |
2,857
+62
| +2% | +$4.25K | 0.03% | 272 |
|
|
2018
Q4 | $169K | Sell |
2,795
-82,616
| -97% | -$5.5M | 0.02% | 283 |
|
|
2018
Q3 | $222K | Sell |
85,411
-84
| -0.1% | -$5.4K | 0.03% | 261 |
|
|
2018
Q2 | $212K | Buy |
85,495
+1,503
| +2% | +$92K | 0.03% | 271 |
|
|
2018
Q1 | $118K | Sell |
83,992
-37
| -0% | -$2.11K | 0.02% | 333 |
|
|
2017
Q4 | $118K | Buy |
84,029
+83,419
| +13,675% | +$4.32M | 0.02% | 313 |
|
|
2017
Q3 | $30K | Buy |
+610
| New | +$28.5K | 0.01% | 499 |
|
Other funds holding PGR
Valeo Financial Advisors's PGR Position: Q2 2026 in Review
Valeo Financial Advisors increased its Progressive (PGR) stake by 24% in Q2 2026, buying an estimated $94.1K and bringing the position to 2,378 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #439.
Valeo Financial Advisors first reported a position in PGR in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.12M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.
- Valeo Financial Advisors held 2,378 shares of Progressive worth $520K as of Q2 2026.
- Valeo Financial Advisors bought 467 Progressive shares in Q2 2026, an estimated $94.1K.
- Progressive made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #439 holding.
- Valeo Financial Advisors first reported a position in Progressive in Q3 2017 and has held it in 31 quarters since.
- Valeo Financial Advisors's Progressive position peaked at $1.12M in Q2 2025.
- 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.