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Windsor Advisory Group’s Progressive PGR Stock Holding History

Windsor Advisory Group’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
-2,500
Closed -$617K – 93
2025
Q3 		$617K Buy
+2,500
New +$616K 0.55% 32

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Windsor Advisory Group's PGR Position: Q4 2025 in Review

Windsor Advisory Group sold out of Progressive (PGR) in Q4 2025, closing a stake of 2,500 shares — an estimated $617K sold.

Windsor Advisory Group first reported a position in PGR in Q3 2025 and held it in 1 quarter. The position peaked at $617K in Q3 2025. 1,828 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Windsor Advisory Group reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 2,500 Progressive shares in Q4 2025, an estimated $617K.
  • Windsor Advisory Group first reported a position in Progressive in Q3 2025 and held it in 1 quarter.
  • Windsor Advisory Group's Progressive position peaked at $617K in Q3 2025.
  • 1,828 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Windsor Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.