Back to PGR
ShankerValleau Wealth Advisors, Inc. → PGR
ShankerValleau Wealth Advisors, Inc. PGR Position History
The Progressive Corporation • Financial Services
Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$3.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.2M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.1M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 12.8K | — | — |
| Q2 2026 | $3.1M | 14.3K | — | — |
| Q1 2026 | $2.8M | 14.3K | — | — |
| Q4 2025 | $3.2M | 14.3K | — | — |
Other funds holding PGR
$14.5B
$13.8B
$12.1B
$11.3B
$7.3B
$6.9B
$6.4B
$6.3B