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Waterford Advisors’s Progressive PGR Stock Holding History

Waterford 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 		$1.48M Sell
6,780
-276
-4% -$55.6K 0.4% 23
2026
Q1 		$1.42M Hold
7,056
– – 0.45% 23
2025
Q4 		$1.61M Buy
+7,056
New +$1.59M 0.63% 18
2025
Q3 		– Sell
-199,090
Closed -$1.88M – 58
2025
Q2 		$1.88M Buy
+199,090
New +$54.6M 0.7% 21

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

Waterford Advisors's PGR Position: Q2 2026 in Review

Waterford Advisors reduced its Progressive (PGR) stake by 3.9% in Q2 2026, selling an estimated $55.6K and leaving 6,780 shares worth $1.48M. The position accounts for 0.4% of the portfolio, ranked #23.

Waterford Advisors first reported a position in PGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.88M in Q2 2025. 1,811 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Waterford Advisors held 6,780 shares of Progressive worth $1.48M as of Q2 2026.
  • Waterford Advisors sold 276 Progressive shares in Q2 2026, an estimated $55.6K.
  • Progressive made up 0.4% of Waterford Advisors's portfolio in Q2 2026, its #23 holding.
  • Waterford Advisors first reported a position in Progressive in Q2 2025 and has held it in 4 quarters since.
  • Waterford Advisors's Progressive position peaked at $1.88M in Q2 2025.
  • 1,811 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.