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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
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% -$9.59K 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 $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

Wealth Alliance's PGR Position: Q2 2026 in Review

Wealth Alliance reduced its Progressive (PGR) stake by 9.9% in Q2 2026, selling an estimated $62.9K and leaving 2,846 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #270.

Wealth Alliance first reported a position in PGR in Q4 2021 and has held it in 12 quarters since. The position peaked at $626K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wealth Alliance held 2,846 shares of Progressive worth $622K as of Q2 2026.
  • Wealth Alliance sold 312 Progressive shares in Q2 2026, an estimated $62.9K.
  • Progressive made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #270 holding.
  • Wealth Alliance first reported a position in Progressive in Q4 2021 and has held it in 12 quarters since.
  • Wealth Alliance's Progressive position peaked at $626K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.