Wealthcare Advisory Partners’s Progressive PGR Stock Holding History

Wealthcare Advisory Partners’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	$444K	Sell	2,032 -11,995	-86%	-$2.42M	0.01%	743
2026 Q1	$2.78M	Buy	14,027 +369	+3%	+$76.2K	0.05%	292
2025 Q4	$3.11M	Sell	13,658 -382	-3%	-$86.3K	0.06%	263
2025 Q3	$3.47M	Sell	14,040 -31	-0.2%	-$7.64K	0.07%	219
2025 Q2	$3.76M	Buy	14,071 +212	+2%	+$58.1K	0.09%	193
2025 Q1	$3.92M	Sell	13,859 -117	-0.8%	-$30.6K	0.11%	169
2024 Q4	$3.35M	Sell	13,976 -133	-0.9%	-$33.5K	0.09%	180
2024 Q3	$3.58M	Buy	14,109 +266	+2%	+$61.8K	0.1%	178
2024 Q2	$2.88M	Sell	13,843 -124	-0.9%	-$26K	0.09%	183
2024 Q1	$2.89M	Buy	13,967 +12,546	+883%	+$2.33M	0.09%	180
2023 Q4	$226K	Buy	+1,421	New	+$222K	0.01%	684
2021 Q2	–	Sell	-1,036	Closed	-$99K	–	1480
2021 Q1	$99K	Buy	+1,036	New	+$94.1K	0.01%	674
2020 Q2	–	Sell	-568	Closed	-$42K	–	1065
2020 Q1	$42K	Buy	568 +119	+27%	+$9.17K	0.01%	549
2019 Q4	$33K	Hold	449	–	–	﹤0.01%	640
2019 Q3	$35K	Sell	449 -33	-7%	-$2.6K	0.01%	615
2019 Q2	$39K	Buy	482 +33	+7%	+$2.55K	0.01%	561
2019 Q1	$32K	Hold	449	–	–	0.01%	559
2018 Q4	$27K	Hold	449	–	–	0.01%	567
2018 Q3	$32K	Hold	449	–	–	0.01%	565
2018 Q2	$27K	Buy	449 +420	+1,448%	+$25.7K	0.01%	596
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	969
2017 Q4	$2K	Hold	29	–	–	﹤0.01%	934
2017 Q3	$1K	Buy	+29	New	+$1.36K	﹤0.01%	836

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealthcare Advisory Partners's PGR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Progressive (PGR) stake by 86% in Q2 2026, selling an estimated $2.42M and leaving 2,032 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #743.

Wealthcare Advisory Partners first reported a position in PGR in Q3 2017 and has held it in 23 quarters since. The position peaked at $3.92M in Q1 2025. 441 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Wealthcare Advisory Partners held 2,032 shares of Progressive worth $444K as of Q2 2026.
Wealthcare Advisory Partners sold 11,995 Progressive shares in Q2 2026, an estimated $2.42M.
Progressive made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #743 holding.
Wealthcare Advisory Partners first reported a position in Progressive in Q3 2017 and has held it in 23 quarters since.
Wealthcare Advisory Partners's Progressive position peaked at $3.92M in Q1 2025.
441 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.