WealthTrust Asset Management’s Progressive PGR Stock Holding History

WealthTrust Asset Management’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 Q4	–	Sell	-3,177	Closed	-$785K	–	84
2025 Q3	$785K	Sell	3,177 -149	-4%	-$36.7K	0.54%	44
2025 Q2	$888K	Sell	3,326 -686	-17%	-$188K	0.66%	39
2025 Q1	$1.14M	Buy	4,012 +28	+0.7%	+$7.32K	0.84%	26
2024 Q4	$955K	Sell	3,984 -185	-4%	-$46.6K	0.69%	35
2024 Q3	$1.06M	Sell	4,169 -276	-6%	-$64.2K	0.79%	28
2024 Q2	$923K	Buy	+4,445	New	+$930K	0.67%	39

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

WealthTrust Asset Management's PGR Position: Q4 2025 in Review

WealthTrust Asset Management sold out of Progressive (PGR) in Q4 2025, closing a stake of 3,177 shares — an estimated $785K sold.

WealthTrust Asset Management first reported a position in PGR in Q2 2024 and held it in 6 quarters. The position peaked at $1.14M in Q1 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

WealthTrust Asset Management reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
WealthTrust Asset Management sold 3,177 Progressive shares in Q4 2025, an estimated $785K.
WealthTrust Asset Management first reported a position in Progressive in Q2 2024 and held it in 6 quarters.
WealthTrust Asset Management's Progressive position peaked at $1.14M in Q1 2025.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on WealthTrust Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.