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Wealthstream Advisors’s Progressive PGR Stock Holding History

Wealthstream 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
2025
Q3 		$274K Buy
1,111
+49
+5% +$12.1K 0.04% 136
2025
Q2 		$283K Buy
1,062
+204
+24% +$55.9K 0.05% 123
2025
Q1 		$243K Buy
+858
New +$224K 0.05% 128
2024
Q4 		– Sell
-803
Closed -$204K – 177
2024
Q3 		$204K Buy
+803
New +$187K 0.04% 146

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthstream Advisors's PGR Position: Q3 2025 in Review

Wealthstream Advisors increased its Progressive (PGR) stake by 4.6% in Q3 2025, buying an estimated $12.1K and bringing the position to 1,111 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #136.

Wealthstream Advisors first reported a position in PGR in Q3 2024 and has held it in 4 quarters since. The position peaked at $283K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Wealthstream Advisors held 1,111 shares of Progressive worth $274K as of Q3 2025.
  • Wealthstream Advisors bought 49 Progressive shares in Q3 2025, an estimated $12.1K.
  • Progressive made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #136 holding.
  • Wealthstream Advisors first reported a position in Progressive in Q3 2024 and has held it in 4 quarters since.
  • Wealthstream Advisors's Progressive position peaked at $283K in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.