Baldwin Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,770
| Closed | -$631K | – | 245 |
|
|
2025
Q4 | $631K | Hold |
2,770
| – | – | 0.04% | 144 |
|
|
2025
Q3 | $684K | Sell |
2,770
-435
| -14% | -$107K | 0.04% | 132 |
|
|
2025
Q2 | $855K | Hold |
3,205
| – | – | 0.06% | 107 |
|
|
2025
Q1 | $907K | Sell |
3,205
-281
| -8% | -$73.5K | 0.06% | 104 |
|
|
2024
Q4 | $835K | Sell |
3,486
-78
| -2% | -$19.6K | 0.06% | 111 |
|
|
2024
Q3 | $904K | Buy |
3,564
+167
| +5% | +$38.8K | 0.06% | 131 |
|
|
2024
Q2 | $706K | Buy |
3,397
+19
| +0.6% | +$3.98K | 0.06% | 116 |
|
|
2024
Q1 | $699K | Hold |
3,378
| – | – | 0.05% | 123 |
|
|
2023
Q4 | $538K | Buy |
3,378
+210
| +7% | +$32.9K | 0.04% | 143 |
|
|
2023
Q3 | $441K | Hold |
3,168
| – | – | 0.04% | 160 |
|
|
2023
Q2 | $419K | Sell |
3,168
-120
| -4% | -$16.1K | 0.03% | 179 |
|
|
2023
Q1 | $470K | Hold |
3,288
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $426K | Buy |
3,288
+120
| +4% | +$15.2K | 0.04% | 171 |
|
|
2022
Q3 | $368K | Buy |
3,168
+290
| +10% | +$34.9K | 0.05% | 123 |
|
|
2022
Q2 | $335K | Hold |
2,878
| – | – | 0.04% | 142 |
|
|
2022
Q1 | $328K | Hold |
2,878
| – | – | 0.03% | 157 |
|
|
2021
Q4 | $295K | Hold |
2,878
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $260K | Hold |
2,878
| – | – | 0.03% | 180 |
|
|
2021
Q2 | $283K | Hold |
2,878
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $275K | Hold |
2,878
| – | – | 0.03% | 154 |
|
|
2020
Q4 | $285K | Hold |
2,878
| – | – | 0.04% | 143 |
|
|
2020
Q3 | $272K | Hold |
2,878
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $231K | Hold |
2,878
| – | – | 0.03% | 144 |
|
|
2020
Q1 | $213K | Hold |
2,878
| – | – | 0.04% | 139 |
|
|
2019
Q4 | $208K | Hold |
2,878
| – | – | 0.03% | 178 |
|
|
2019
Q3 | $222K | Hold |
2,878
| – | – | 0.03% | 163 |
|
|
2019
Q2 | $230K | Hold |
2,878
| – | – | 0.03% | 190 |
|
|
2019
Q1 | $207K | Hold |
2,878
| – | – | 0.03% | 198 |
|
|
2018
Q4 | $174K | Hold |
2,878
| – | – | 0.03% | 199 |
|
|
2018
Q3 | $204K | Sell |
2,878
-592
| -17% | -$38.1K | 0.03% | 201 |
|
|
2018
Q2 | $205K | Hold |
3,470
| – | – | 0.03% | 194 |
|
|
2018
Q1 | $211K | Hold |
3,470
| – | – | 0.03% | 189 |
|
|
2017
Q4 | $195K | Hold |
3,470
| – | – | 0.03% | 197 |
|
|
2017
Q3 | $168K | Hold |
3,470
| – | – | 0.03% | 201 |
|
|
2017
Q2 | $153K | Hold |
3,470
| – | – | 0.02% | 208 |
|
|
2017
Q1 | $136K | Hold |
3,470
| – | – | 0.02% | 209 |
|
|
2016
Q4 | $123K | Hold |
3,470
| – | – | 0.02% | 211 |
|
|
2016
Q3 | $109K | Sell |
3,470
-875
| -20% | -$28.5K | 0.02% | 224 |
|
|
2016
Q2 | $146K | Sell |
4,345
-43,009
| -91% | -$1.42M | 0.03% | 182 |
|
|
2016
Q1 | $1.66M | Buy |
47,354
+29,713
| +168% | +$950K | 0.3% | 75 |
|
|
2015
Q4 | $561K | Sell |
17,641
-11,469
| -39% | -$364K | 0.09% | 152 |
|
|
2015
Q3 | $892K | Buy |
+29,110
| New | +$879K | 0.15% | 127 |
|
Other funds holding PGR
VCM
DAM
Baldwin Wealth Partners's PGR Position: Q1 2026 in Review
Baldwin Wealth Partners sold out of Progressive (PGR) in Q1 2026, closing a stake of 2,770 shares — an estimated $631K sold.
Baldwin Wealth Partners first reported a position in PGR in Q3 2015 and held it in 42 quarters. The position peaked at $1.66M in Q1 2016. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.
- Baldwin Wealth Partners reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
- Baldwin Wealth Partners sold 2,770 Progressive shares in Q1 2026, an estimated $631K.
- Baldwin Wealth Partners first reported a position in Progressive in Q3 2015 and held it in 42 quarters.
- Baldwin Wealth Partners's Progressive position peaked at $1.66M in Q1 2016.
- 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.
Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.