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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s PGR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Progressive (PGR) stake by 4.9% in Q1 2026, selling an estimated $451K and leaving 42,601 shares worth $8.45M. The position accounts for 0.07% of the portfolio, ranked #128.

Wealthspire Advisors (New York) first reported a position in PGR in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Wealthspire Advisors (New York) held 42,601 shares of Progressive worth $8.45M as of Q1 2026.
Wealthspire Advisors (New York) sold 2,186 Progressive shares in Q1 2026, an estimated $451K.
Progressive made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #128 holding.
Wealthspire Advisors (New York) first reported a position in Progressive in Q4 2018 and has held it in 25 quarters since.
Wealthspire Advisors (New York)'s Progressive position peaked at $10.2M in Q4 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.