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 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%	-$3.21K	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	$5.01K	Buy	+36	New	+$5.64K	﹤0.01%	202

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valued Wealth Advisors's PGR Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Progressive (PGR) stake by 53% in Q2 2026, selling an estimated $24.2K and leaving 108 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #179.

Valued Wealth Advisors first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.2K in Q1 2026. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Valued Wealth Advisors held 108 shares of Progressive worth $23.6K as of Q2 2026.
Valued Wealth Advisors sold 120 Progressive shares in Q2 2026, an estimated $24.2K.
Progressive made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Valued Wealth Advisors first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Progressive position peaked at $45.2K in Q1 2026.
1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.