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Advus Financial Partners, LLC’s Progressive PGR Stock Holding History

Advus Financial Partners, LLC’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 		– Sell
-751
Closed -$200K – 269
2025
Q2 		$200K Buy
751
+17
+2% +$4.66K 0.05% 253
2025
Q1 		$208K Buy
+734
New +$192K 0.06% 224

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advus Financial Partners, LLC's PGR Position: Q3 2025 in Review

Advus Financial Partners, LLC sold out of Progressive (PGR) in Q3 2025, closing a stake of 751 shares — an estimated $200K sold.

Advus Financial Partners, LLC first reported a position in PGR in Q1 2025 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 1,801 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Advus Financial Partners, LLC reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 751 Progressive shares in Q3 2025, an estimated $200K.
  • Advus Financial Partners, LLC first reported a position in Progressive in Q1 2025 and held it in 2 quarters.
  • Advus Financial Partners, LLC's Progressive position peaked at $208K in Q1 2025.
  • 1,801 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2025, filed 25 Aug 2026.