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Waverly Advisors’s Progressive PGR Stock Holding History

Waverly 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 		$6.99M Sell
32,006
-31,928
-50% -$6.43M 0.04% 362
2026
Q1 		$12.7M Buy
63,934
+31,897
+100% +$6.58M 0.09% 212
2025
Q4 		$7.3M Buy
32,037
+2,171
+7% +$490K 0.06% 302
2025
Q3 		$7.38M Sell
29,866
-541
-2% -$133K 0.07% 255
2025
Q2 		$8.11M Buy
30,407
+270
+0.9% +$74K 0.09% 219
2025
Q1 		$8.53M Buy
30,137
+24,905
+476% +$6.51M 0.1% 203
2024
Q4 		$1.25M Buy
5,232
+2,663
+104% +$670K 0.02% 477
2024
Q3 		$652K Sell
2,569
-495
-16% -$115K 0.01% 531
2024
Q2 		$636K Buy
+3,064
New +$641K 0.01% 522
2016
Q1 		– Sell
-7,200
Closed -$229K – 118
2015
Q4 		$229K Buy
+7,200
New +$229K 0.1% 112
2014
Q1 		– Sell
-7,200
Closed -$196K – 804
2013
Q4 		$196K Hold
7,200
– – 0.07% 153
2013
Q3 		$196K Buy
+7,200
New +$187K 0.1% 103

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 $3.38T AUM 44.17% 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

Waverly Advisors's PGR Position: Q2 2026 in Review

Waverly Advisors reduced its Progressive (PGR) stake by 50% in Q2 2026, selling an estimated $6.43M and leaving 32,006 shares worth $6.99M. The position accounts for 0.04% of the portfolio, ranked #362.

Waverly Advisors first reported a position in PGR in Q3 2013 and has held it in 12 quarters since. The position peaked at $12.7M in Q1 2026. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Waverly Advisors held 32,006 shares of Progressive worth $6.99M as of Q2 2026.
  • Waverly Advisors sold 31,928 Progressive shares in Q2 2026, an estimated $6.43M.
  • Progressive made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #362 holding.
  • Waverly Advisors first reported a position in Progressive in Q3 2013 and has held it in 12 quarters since.
  • Waverly Advisors's Progressive position peaked at $12.7M in Q1 2026.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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