Wealth Alliance
PGR icon

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
Q3 		$557K Sell
2,685
-161
-6% -$34.8K 0.04% 290
2026
Q2 		$622K Sell
2,846
-312
-10% -$62.9K 0.05% 270
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% -$9.6K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Alliance's PGR Position: Q3 2026 in Review

Wealth Alliance reduced its Progressive (PGR) stake by 5.7% in Q3 2026, selling an estimated $34.8K and leaving 2,685 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #290.

Wealth Alliance first reported a position in PGR in Q4 2021 and has held it in 13 quarters since. The position peaked at $626K in Q1 2026. 1,538 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Wealth Alliance held 2,685 shares of Progressive worth $557K as of Q3 2026.
  • Wealth Alliance sold 161 Progressive shares in Q3 2026, an estimated $34.8K.
  • Progressive made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #290 holding.
  • Wealth Alliance first reported a position in Progressive in Q4 2021 and has held it in 13 quarters since.
  • Wealth Alliance's Progressive position peaked at $626K in Q1 2026.
  • 1,538 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.