Win Advisors’s Progressive PGR Stock Holding History

Win 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 Q4	–	Sell	-1,587	Closed	-$392K	–	92
2025 Q3	$392K	Buy	+1,587	New	+$391K	0.19%	57
2024 Q4	–	Sell	-3,214	Closed	-$816K	–	76
2024 Q3	$816K	Buy	+3,214	New	+$747K	0.38%	44
2024 Q2	–	Sell	-1,520	Closed	-$314K	–	68
2024 Q1	$314K	Buy	+1,520	New	+$282K	0.14%	49
2023 Q4	–	Sell	-1,561	Closed	-$217K	–	76
2023 Q3	$217K	Buy	+1,561	New	+$205K	0.11%	41
2023 Q1	–	Sell	-59	Closed	-$7.65K	–	114
2022 Q4	$7.65K	Hold	59	–	–	﹤0.01%	108
2022 Q3	$7K	Hold	59	–	–	﹤0.01%	103
2022 Q2	$7K	Sell	59 -1,568	-96%	-$178K	0.01%	129
2022 Q1	$185K	Buy	+1,627	New	+$176K	0.05%	55

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

Win Advisors's PGR Position: Q4 2025 in Review

Win Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,587 shares — an estimated $392K sold.

Win Advisors first reported a position in PGR in Q1 2022 and held it in 8 quarters. The position peaked at $816K in Q3 2024. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Win Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Win Advisors sold 1,587 Progressive shares in Q4 2025, an estimated $392K.
Win Advisors first reported a position in Progressive in Q1 2022 and held it in 8 quarters.
Win Advisors's Progressive position peaked at $816K in Q3 2024.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.