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Wealth Alliance’s Progressive PGR Stock Holding History

Wealth Alliance’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
Q1 		$626K Buy
3,158
+2,275
+258% +$470K 0.06% 249
2025
Q4 		$201K Buy
883
+17
+2% +$3.84K 0.02% 538
2025
Q3 		$214K Sell
866
-83
-9% -$20.5K 0.02% 518
2025
Q2 		$253K Sell
949
-35
-4% -$9.59K 0.03% 460
2025
Q1 		$278K Buy
984
+47
+5% +$12.3K 0.03% 409
2024
Q4 		$225K Buy
937
+2
+0.2% +$503 0.03% 450
2024
Q3 		$237K Sell
935
-106
-10% -$24.6K 0.03% 460
2024
Q2 		$216K Sell
1,041
-160
-13% -$33.5K 0.03% 467
2024
Q1 		$248K Buy
+1,201
New +$223K 0.03% 446
2023
Q2 		– Sell
-1,429
Closed -$204K – 526
2023
Q1 		$204K Buy
+1,429
New +$197K 0.03% 475
2022
Q1 		– Sell
-2,092
Closed -$215K – 475
2021
Q4 		$215K Buy
+2,092
New +$200K 0.04% 414

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealth Alliance's PGR Position: Q1 2026 in Review

Wealth Alliance increased its Progressive (PGR) stake by 258% in Q1 2026, buying an estimated $470K and bringing the position to 3,158 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #249.

Wealth Alliance first reported a position in PGR in Q4 2021 and has held it in 11 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Wealth Alliance held 3,158 shares of Progressive worth $626K as of Q1 2026.
  • Wealth Alliance bought 2,275 Progressive shares in Q1 2026, an estimated $470K.
  • Progressive made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #249 holding.
  • Wealth Alliance first reported a position in Progressive in Q4 2021 and has held it in 11 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.