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Barrett & Company’s Progressive PGR Stock Holding History

Barrett & Company’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 		$2.18K Hold
11
– – ﹤0.01% 574
2025
Q4 		$2.5K Hold
11
– – ﹤0.01% 574
2025
Q3 		$2.72K Sell
11
-165
-94% -$40.7K ﹤0.01% 565
2025
Q2 		$47K Buy
176
+165
+1,500% +$45.2K 0.02% 302
2025
Q1 		$3.11K Hold
11
– – ﹤0.01% 528
2024
Q4 		$2.64K Buy
+11
New +$2.77K ﹤0.01% 537

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

Barrett & Company's PGR Position: Q1 2026 in Review

Barrett & Company held its Progressive (PGR) position steady in Q1 2026 at 11 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Barrett & Company first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $47K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Barrett & Company held 11 shares of Progressive worth $2.18K as of Q1 2026.
  • Barrett & Company left its Progressive share count unchanged in Q1 2026.
  • Progressive made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #574 holding.
  • Barrett & Company first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • Barrett & Company's Progressive position peaked at $47K in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.