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Wambolt & Associates’s Progressive PGR Stock Holding History

Wambolt & Associates’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
2025
Q2 		$4.18M Sell
15,816
-885
-5% -$243K 1.41% 16
2025
Q1 		$4.75M Buy
16,701
+102
+0.6% +$26.7K 1.61% 14
2024
Q4 		$3.98M Sell
16,599
-3,823
-19% -$962K 1.27% 22
2024
Q3 		$5.19M Buy
20,422
+1,303
+7% +$303K 1.42% 15
2024
Q2 		$4M Buy
19,119
+1,901
+11% +$398K 1.16% 24
2024
Q1 		$3.61M Buy
17,218
+5,669
+49% +$1.05M 1.08% 25
2023
Q4 		$1.84M Buy
11,549
+3,360
+41% +$526K 0.6% 49
2023
Q3 		$1.14M Buy
8,189
+1,573
+24% +$207K 0.41% 82
2023
Q2 		$876K Buy
6,616
+1,735
+36% +$233K 0.31% 114
2023
Q1 		$708K Buy
4,881
+2,180
+81% +$301K 0.25% 130
2022
Q4 		$350K Buy
2,701
+387
+17% +$49K 0.13% 184
2022
Q3 		$269K Buy
2,314
+384
+20% +$46.2K 0.11% 197
2022
Q2 		$224K Buy
+1,930
New +$219K 0.09% 218

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wambolt & Associates's PGR Position: Q2 2025 in Review

Wambolt & Associates reduced its Progressive (PGR) stake by 5.3% in Q2 2025, selling an estimated $243K and leaving 15,816 shares worth $4.18M. The position accounts for 1.41% of the portfolio, ranked #16.

Wambolt & Associates first reported a position in PGR in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.19M in Q3 2024. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Wambolt & Associates held 15,816 shares of Progressive worth $4.18M as of Q2 2025.
  • Wambolt & Associates sold 885 Progressive shares in Q2 2025, an estimated $243K.
  • Progressive made up 1.41% of Wambolt & Associates's portfolio in Q2 2025, its #16 holding.
  • Wambolt & Associates first reported a position in Progressive in Q2 2022 and has held it in 13 quarters since.
  • Wambolt & Associates's Progressive position peaked at $5.19M in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.