Baldwin Investment Management’s Progressive PGR Stock Holding History

Baldwin Investment 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	–	Sell	-881	Closed	-$201K	–	212
2025 Q4	$201K	Sell	881 -6	-0.7%	-$1.35K	0.02%	206
2025 Q3	$219K	Sell	887 -250	-22%	-$61.6K	0.03%	203
2025 Q2	$303K	Hold	1,137	–	–	0.04%	181
2025 Q1	$322K	Buy	1,137 +250	+28%	+$65.4K	0.04%	172
2024 Q4	$213K	Hold	887	–	–	0.03%	198
2024 Q3	$225K	Buy	+887	New	+$206K	0.03%	202
2023 Q3	–	Sell	-3,887	Closed	-$515K	–	196
2023 Q2	$515K	Sell	3,887 -150	-4%	-$20.1K	0.08%	135
2023 Q1	$578K	Buy	4,037 +12	+0.3%	+$1.66K	0.1%	128
2022 Q4	$522K	Hold	4,025	–	–	0.09%	132
2022 Q3	$468K	Buy	4,025 +150	+4%	+$18.1K	0.1%	132
2022 Q2	$451K	Hold	3,875	–	–	0.09%	148
2022 Q1	$442K	Hold	3,875	–	–	0.07%	170
2021 Q4	$398K	Sell	3,875 -1,500	-28%	-$143K	0.06%	184
2021 Q3	$486K	Hold	5,375	–	–	0.08%	154
2021 Q2	$528K	Hold	5,375	–	–	0.09%	155
2021 Q1	$514K	Hold	5,375	–	–	0.09%	151
2020 Q4	$531K	Hold	5,375	–	–	0.1%	140
2020 Q3	$509K	Hold	5,375	–	–	0.12%	119
2020 Q2	$431K	Hold	5,375	–	–	0.14%	103
2020 Q1	$397K	Hold	5,375	–	–	0.14%	94
2019 Q4	$389K	Hold	5,375	–	–	0.1%	125
2019 Q3	$415K	Hold	5,375	–	–	0.12%	121
2019 Q2	$430K	Buy	5,375 +175	+3%	+$13.5K	0.12%	116
2019 Q1	$375K	Hold	5,200	–	–	0.11%	122
2018 Q4	$314K	Hold	5,200	–	–	0.1%	125
2018 Q3	$369K	Hold	5,200	–	–	0.11%	128
2018 Q2	$308K	Buy	+5,200	New	+$318K	0.1%	137

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baldwin Investment Management's PGR Position: Q1 2026 in Review

Baldwin Investment Management sold out of Progressive (PGR) in Q1 2026, closing a stake of 881 shares — an estimated $201K sold.

Baldwin Investment Management first reported a position in PGR in Q2 2018 and held it in 27 quarters. The position peaked at $578K in Q1 2023. 1,777 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Baldwin Investment Management reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
Baldwin Investment Management sold 881 Progressive shares in Q1 2026, an estimated $201K.
Baldwin Investment Management first reported a position in Progressive in Q2 2018 and held it in 27 quarters.
Baldwin Investment Management's Progressive position peaked at $578K in Q1 2023.
1,777 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.