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Aviso Financial’s Progressive PGR Stock Holding History

Aviso Financial’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 		$422K Sell
2,131
-173
-8% -$35.7K 0.02% 194
2025
Q4 		$525K Sell
2,304
-22
-0.9% -$4.97K 0.02% 186
2025
Q3 		$574K Sell
2,326
-104
-4% -$25.6K 0.02% 192
2025
Q2 		$648K Sell
2,430
-57
-2% -$15.6K 0.03% 183
2025
Q1 		$704K Sell
2,487
-93
-4% -$24.3K 0.03% 177
2024
Q4 		$618K Sell
2,580
-932
-27% -$235K 0.03% 191
2024
Q3 		$891K Sell
3,512
-2,414
-41% -$561K 0.04% 156
2024
Q2 		$1.23M Buy
+5,926
New +$1.24M 0.07% 117

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

Aviso Financial's PGR Position: Q1 2026 in Review

Aviso Financial reduced its Progressive (PGR) stake by 7.5% in Q1 2026, selling an estimated $35.7K and leaving 2,131 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #194.

Aviso Financial first reported a position in PGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2024. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Aviso Financial held 2,131 shares of Progressive worth $422K as of Q1 2026.
  • Aviso Financial sold 173 Progressive shares in Q1 2026, an estimated $35.7K.
  • Progressive made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #194 holding.
  • Aviso Financial first reported a position in Progressive in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Progressive position peaked at $1.23M in Q2 2024.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.