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Valmark Advisers’s Progressive PGR Stock Holding History

Valmark Advisers’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 		$736K Sell
3,368
-104
-3% -$21K 0.01% 416
2026
Q1 		$688K Sell
3,472
-289
-8% -$59.6K 0.01% 409
2025
Q4 		$856K Sell
3,761
-124
-3% -$28K 0.01% 361
2025
Q3 		$959K Buy
3,885
+235
+6% +$57.9K 0.01% 343
2025
Q2 		$974K Buy
3,650
+750
+26% +$206K 0.01% 338
2025
Q1 		$821K Buy
2,900
+150
+5% +$39.2K 0.01% 342
2024
Q4 		$659K Buy
2,750
+405
+17% +$102K 0.01% 378
2024
Q3 		$595K Sell
2,345
-614
-21% -$143K 0.01% 389
2024
Q2 		$615K Buy
2,959
+600
+25% +$126K 0.01% 361
2024
Q1 		$488K Buy
2,359
+105
+5% +$19.5K 0.01% 385
2023
Q4 		$359K Buy
+2,254
New +$353K 0.01% 401

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

Valmark Advisers's PGR Position: Q2 2026 in Review

Valmark Advisers reduced its Progressive (PGR) stake by 3% in Q2 2026, selling an estimated $21K and leaving 3,368 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #416.

Valmark Advisers first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $974K in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Valmark Advisers held 3,368 shares of Progressive worth $736K as of Q2 2026.
  • Valmark Advisers sold 104 Progressive shares in Q2 2026, an estimated $21K.
  • Progressive made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #416 holding.
  • Valmark Advisers first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Valmark Advisers's Progressive position peaked at $974K in Q2 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.