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Wealthspire Advisors (New York)’s Progressive PGR Stock Holding History

Wealthspire Advisors (New York)’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 		$9.84M Buy
45,054
+2,453
+6% +$494K 0.05% 177
2026
Q1 		$8.45M Sell
42,601
-2,186
-5% -$451K 0.07% 128
2025
Q4 		$10.2M Buy
44,787
+39,209
+703% +$8.85M 0.08% 115
2025
Q3 		$1.38M Sell
5,578
-660
-11% -$163K 0.01% 332
2025
Q2 		$1.66M Buy
6,238
+219
+4% +$60K 0.01% 305
2025
Q1 		$1.7M Sell
6,019
-563
-9% -$147K 0.01% 298
2024
Q4 		$1.58M Buy
6,582
+162
+3% +$40.8K 0.02% 283
2024
Q3 		$1.63M Sell
6,420
-2,069
-24% -$481K 0.02% 284
2024
Q2 		$1.76M Sell
8,489
-779
-8% -$163K 0.02% 225
2024
Q1 		$1.92M Sell
9,268
-874
-9% -$162K 0.03% 205
2023
Q4 		$1.62M Sell
10,142
-207
-2% -$32.4K 0.02% 228
2023
Q3 		$1.44M Buy
10,349
+5,143
+99% +$676K 0.02% 214
2023
Q2 		$689K Buy
5,206
+815
+19% +$109K 0.01% 314
2023
Q1 		$628K Sell
4,391
-1,661
-27% -$229K 0.01% 319
2022
Q4 		$785K Buy
6,052
+1,705
+39% +$216K 0.01% 301
2022
Q3 		$505K Sell
4,347
-30
-0.7% -$3.61K 0.01% 332
2022
Q2 		$509K Buy
4,377
+2,488
+132% +$282K 0.01% 312
2022
Q1 		$215K Sell
1,889
-3,220
-63% -$348K ﹤0.01% 408
2021
Q4 		$524K Buy
5,109
+1,474
+41% +$141K 0.01% 314
2021
Q3 		$329K Buy
+3,635
New +$346K 0.01% 446
2021
Q2 		– Sell
-7,908
Closed -$756K – 583
2021
Q1 		$756K Buy
7,908
+655
+9% +$59.5K 0.02% 309
2020
Q4 		$717K Buy
7,253
+3,344
+86% +$316K 0.02% 251
2020
Q3 		$370K Buy
3,909
+311
+9% +$28K 0.02% 212
2020
Q2 		$288K Sell
3,598
-7,783
-68% -$608K 0.02% 213
2020
Q1 		$840K Buy
+11,381
New +$877K 0.04% 220
2019
Q1 		– Sell
-274
Closed -$17K – 594
2018
Q4 		$17K Buy
+274
New +$18.2K ﹤0.01% 381

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PGR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Progressive (PGR) stake by 5.8% in Q2 2026, buying an estimated $494K and bringing the position to 45,054 shares worth $9.84M. The position accounts for 0.05% of the portfolio, ranked #177.

Wealthspire Advisors (New York) first reported a position in PGR in Q4 2018 and has held it in 26 quarters since. The position peaked at $10.2M in Q4 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wealthspire Advisors (New York) held 45,054 shares of Progressive worth $9.84M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 2,453 Progressive shares in Q2 2026, an estimated $494K.
  • Progressive made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #177 holding.
  • Wealthspire Advisors (New York) first reported a position in Progressive in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Progressive position peaked at $10.2M in Q4 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.