Valued Wealth Advisors
PGR icon

Valued Wealth Advisors’s Progressive PGR Stock Holding History

Valued Wealth Advisors’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 		$28.8K Buy
139
+31
+29% +$6.7K 0.01% 172
2026
Q2 		$23.6K Sell
108
-120
-53% -$24.2K 0.01% 179
2026
Q1 		$45.2K Buy
228
+131
+135% +$27K 0.02% 106
2025
Q4 		$22.1K Sell
97
-17
-15% -$3.84K 0.01% 149
2025
Q3 		$28.2K Sell
114
-13
-10% -$3.2K 0.01% 122
2025
Q2 		$33.9K Sell
127
-12
-9% -$3.29K 0.02% 112
2025
Q1 		$39.4K Buy
139
+25
+22% +$6.54K 0.02% 103
2024
Q4 		$27.3K Buy
114
+6
+6% +$1.51K 0.02% 129
2024
Q3 		$27.4K Buy
108
+35
+48% +$8.14K 0.02% 116
2024
Q2 		$15.2K Buy
73
+10
+16% +$2.09K 0.01% 156
2024
Q1 		$13K Buy
63
+27
+75% +$5.01K 0.01% 158
2023
Q4 		$5.02K Buy
+36
New +$5.64K ﹤0.01% 202

Other funds holding PGR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valued Wealth Advisors's PGR Position: Q3 2026 in Review

Valued Wealth Advisors increased its Progressive (PGR) stake by 29% in Q3 2026, buying an estimated $6.7K and bringing the position to 139 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #172.

Valued Wealth Advisors first reported a position in PGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.2K in Q1 2026. 1,538 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Valued Wealth Advisors held 139 shares of Progressive worth $28.8K as of Q3 2026.
  • Valued Wealth Advisors bought 31 Progressive shares in Q3 2026, an estimated $6.7K.
  • Progressive made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #172 holding.
  • Valued Wealth Advisors first reported a position in Progressive in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Progressive position peaked at $45.2K in Q1 2026.
  • 1,538 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.