AWM
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Angeles Wealth Management’s Progressive PGR Stock Holding History

Angeles 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 		$1.14M Sell
5,756
-7
-0.1% -$1.45K 0.06% 126
2025
Q4 		$1.31M Buy
5,763
+1,526
+36% +$345K 0.07% 112
2025
Q3 		$1.05M Sell
4,237
-112
-3% -$27.6K 0.06% 111
2025
Q2 		$1.16M Buy
4,349
+270
+7% +$74K 0.08% 95
2025
Q1 		$1.15M Sell
4,079
-100
-2% -$26.2K 0.1% 79
2024
Q4 		$1M Buy
4,179
+154
+4% +$38.8K 0.08% 88
2024
Q3 		$1.02M Buy
4,025
+38
+1% +$8.84K 0.09% 80
2024
Q2 		$828K Buy
3,987
+409
+11% +$85.6K 0.08% 90
2024
Q1 		$740K Buy
3,578
+229
+7% +$42.5K 0.07% 91
2023
Q4 		$533K Buy
3,349
+10
+0.3% +$1.57K 0.07% 106
2023
Q3 		$465K Sell
3,339
-8,818
-73% -$1.16M 0.07% 97
2023
Q2 		$1.61M Sell
12,157
-4,018
-25% -$539K 0.22% 48
2023
Q1 		$2.31M Buy
16,175
+810
+5% +$112K 0.34% 32
2022
Q4 		$1.99M Buy
15,365
+2,292
+18% +$290K 0.35% 38
2022
Q3 		$1.52M Buy
+13,073
New +$1.57M 0.3% 42

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

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

Angeles Wealth Management reduced its Progressive (PGR) stake by 0.12% in Q1 2026, selling an estimated $1.45K and leaving 5,756 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #126.

Angeles Wealth Management first reported a position in PGR in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q1 2023. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Angeles Wealth Management held 5,756 shares of Progressive worth $1.14M as of Q1 2026.
  • Angeles Wealth Management sold 7 Progressive shares in Q1 2026, an estimated $1.45K.
  • Progressive made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Angeles Wealth Management first reported a position in Progressive in Q3 2022 and has held it in 15 quarters since.
  • Angeles Wealth Management's Progressive position peaked at $2.31M in Q1 2023.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.