Alpha Family Trust’s Progressive PGR Stock Holding History

Alpha Family Trust’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	$212K	Sell	1,070 -440	-29%	-$90.8K	0.1%	193
2025 Q4	$344K	Buy	1,510 +440	+41%	+$99.4K	0.16%	114
2025 Q3	$264K	Hold	1,070	–	–	0.12%	142
2025 Q2	$286K	Hold	1,070	–	–	0.14%	135
2025 Q1	$303K	Hold	1,070	–	–	0.18%	119
2024 Q4	$256K	Hold	1,070	–	–	0.14%	120
2024 Q3	$272K	Hold	1,070	–	–	0.15%	121
2024 Q2	$222K	Hold	1,070	–	–	0.13%	135
2024 Q1	$221K	Buy	+1,070	New	+$199K	0.13%	134

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 $147M AUM 25.76% 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

Alpha Family Trust's PGR Position: Q1 2026 in Review

Alpha Family Trust reduced its Progressive (PGR) stake by 29% in Q1 2026, selling an estimated $90.8K and leaving 1,070 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #193.

Alpha Family Trust first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $344K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Alpha Family Trust held 1,070 shares of Progressive worth $212K as of Q1 2026.
Alpha Family Trust sold 440 Progressive shares in Q1 2026, an estimated $90.8K.
Progressive made up 0.1% of Alpha Family Trust's portfolio in Q1 2026, its #193 holding.
Alpha Family Trust first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Alpha Family Trust's Progressive position peaked at $344K in Q4 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.