49 Wealth Management’s Progressive PGR Stock Holding History

49 Wealth 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
2026 Q1	$280K	Buy	1,412 +95	+7%	+$19.6K	0.02%	155
2025 Q4	$300K	Buy	1,317 +8	+0.6%	+$1.81K	0.02%	153
2025 Q3	$323K	Sell	1,309 -23	-2%	-$5.67K	0.03%	141
2025 Q2	$356K	Sell	1,332 -62	-4%	-$17K	0.04%	116
2025 Q1	$395K	Sell	1,394 -11	-0.8%	-$2.88K	0.05%	112
2024 Q4	$337K	Sell	1,405 -20	-1%	-$5.04K	0.05%	112
2024 Q3	$362K	Buy	1,425 +116	+9%	+$27K	0.06%	104
2024 Q2	$274K	Buy	1,309 +12	+0.9%	+$2.51K	0.05%	118
2024 Q1	$272K	Buy	+1,297	New	+$241K	0.06%	90

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

49 Wealth Management's PGR Position: Q1 2026 in Review

49 Wealth Management increased its Progressive (PGR) stake by 7.2% in Q1 2026, buying an estimated $19.6K and bringing the position to 1,412 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #155.

49 Wealth Management first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $395K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

49 Wealth Management held 1,412 shares of Progressive worth $280K as of Q1 2026.
49 Wealth Management bought 95 Progressive shares in Q1 2026, an estimated $19.6K.
Progressive made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #155 holding.
49 Wealth Management first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
49 Wealth Management's Progressive position peaked at $395K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.