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Wealth Preservation Advisors’s Progressive PGR Stock Holding History

Wealth Preservation 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
Q1 		$368K Buy
1,858
+233
+14% +$48.1K 0.31% 41
2025
Q4 		$370K Hold
1,625
– – 0.19% 57
2025
Q3 		$401K Buy
1,625
+8
+0.5% +$1.97K 0.23% 49
2025
Q2 		$432K Buy
1,617
+3
+0.2% +$822 0.27% 48
2025
Q1 		$457K Buy
+1,614
New +$422K 0.33% 39

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 Preservation Advisors's PGR Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Progressive (PGR) stake by 14% in Q1 2026, buying an estimated $48.1K and bringing the position to 1,858 shares worth $368K. The position accounts for 0.31% of the portfolio, ranked #41.

Wealth Preservation Advisors first reported a position in PGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $457K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Wealth Preservation Advisors held 1,858 shares of Progressive worth $368K as of Q1 2026.
  • Wealth Preservation Advisors bought 233 Progressive shares in Q1 2026, an estimated $48.1K.
  • Progressive made up 0.31% of Wealth Preservation Advisors's portfolio in Q1 2026, its #41 holding.
  • Wealth Preservation Advisors first reported a position in Progressive in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Progressive position peaked at $457K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.