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Accretive Wealth Partners’s Progressive PGR Stock Holding History

Accretive Wealth Partners’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 		$3.97M Buy
20,017
+84
+0.4% +$17.3K 1.12% 19
2025
Q4 		$4.54M Sell
19,933
-26
-0.1% -$5.87K 1.35% 16
2025
Q3 		$4.93M Buy
19,959
+155
+0.8% +$38.2K 1.5% 14
2025
Q2 		$5.28M Sell
19,804
-287
-1% -$78.7K 1.73% 12
2025
Q1 		$5.7M Buy
20,091
+8,455
+73% +$2.21M 2.01% 10
2024
Q4 		$2.79M Sell
11,636
-308
-3% -$77.5K 1.18% 19
2024
Q3 		$3.03M Sell
11,944
-552
-4% -$128K 1.27% 14
2024
Q2 		$2.6M Sell
12,496
-69
-0.5% -$14.4K 1.09% 19
2024
Q1 		$2.62M Sell
12,565
-143
-1% -$26.5K 1.16% 16
2023
Q4 		$2.02M Sell
12,708
-392
-3% -$61.4K 0.97% 29
2023
Q3 		$1.82M Sell
13,100
-26
-0.2% -$3.42K 1.09% 21
2023
Q2 		$1.74M Buy
13,126
+144
+1% +$19.3K 1.03% 25
2023
Q1 		$1.86M Sell
12,982
-236
-2% -$32.5K 1.19% 19
2022
Q4 		$1.71M Sell
13,218
-144
-1% -$18.2K 1.18% 18
2022
Q3 		$1.55M Sell
13,362
-154
-1% -$18.5K 1.18% 22
2022
Q2 		$1.57M Buy
13,516
+69
+0.5% +$7.82K 1.14% 25
2022
Q1 		$1.53M Buy
13,447
+269
+2% +$29.1K 0.96% 28
2021
Q4 		$1.35M Buy
13,178
+588
+5% +$56.1K 0.86% 40
2021
Q3 		$1.14M Buy
12,590
+629
+5% +$59.9K 0.8% 49
2021
Q2 		$1.18M Buy
11,961
+1,205
+11% +$119K 0.85% 42
2021
Q1 		$1.03M Buy
10,756
+978
+10% +$88.9K 0.93% 36
2020
Q4 		$967K Buy
+9,778
New +$925K 0.96% 36

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accretive Wealth Partners's PGR Position: Q1 2026 in Review

Accretive Wealth Partners increased its Progressive (PGR) stake by 0.42% in Q1 2026, buying an estimated $17.3K and bringing the position to 20,017 shares worth $3.97M. The position accounts for 1.12% of the portfolio, ranked #19.

Accretive Wealth Partners first reported a position in PGR in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.7M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Accretive Wealth Partners held 20,017 shares of Progressive worth $3.97M as of Q1 2026.
  • Accretive Wealth Partners bought 84 Progressive shares in Q1 2026, an estimated $17.3K.
  • Progressive made up 1.12% of Accretive Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Accretive Wealth Partners first reported a position in Progressive in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Progressive position peaked at $5.7M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.