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Bartlett & Co Wealth Management’s Progressive PGR Stock Holding History

Bartlett & Co 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 		$273K Buy
1,370
+38
+3% +$7.84K ﹤0.01% 412
2025
Q4 		$303K Sell
1,332
-198
-13% -$44.7K ﹤0.01% 404
2025
Q3 		$378K Buy
1,530
+559
+58% +$138K 0.01% 369
2025
Q2 		$259K Sell
971
-274
-22% -$75.1K ﹤0.01% 410
2025
Q1 		$352K Sell
1,245
-276
-18% -$72.2K 0.01% 374
2024
Q4 		$364K Sell
1,521
-27
-2% -$6.8K 0.01% 369
2024
Q3 		$393K Hold
1,548
– – 0.01% 360
2024
Q2 		$322K Sell
1,548
-216
-12% -$45.2K ﹤0.01% 383
2024
Q1 		$365K Buy
1,764
+4
+0.2% +$742 0.01% 372
2023
Q4 		$279K Sell
1,760
-630
-26% -$98.6K ﹤0.01% 428
2023
Q3 		$333K Buy
2,390
+479
+25% +$63K 0.01% 388
2023
Q2 		$253K Buy
1,911
+1,786
+1,429% +$239K ﹤0.01% 423
2023
Q1 		$17.9K Hold
125
– – ﹤0.01% 729
2022
Q4 		$16.2K Sell
125
-41
-25% -$5.2K ﹤0.01% 756
2022
Q3 		$19.3K Sell
166
-75
-31% -$9.03K ﹤0.01% 711
2022
Q2 		$28K Buy
241
+116
+93% +$13.2K ﹤0.01% 676
2022
Q1 		$14.2K Buy
+125
New +$13.5K ﹤0.01% 782
2021
Q4 		– Sell
-125
Closed -$11.3K – 743
2021
Q3 		$11.3K Sell
125
-14
-10% -$1.33K ﹤0.01% 684
2021
Q2 		$13.7K Hold
139
– – ﹤0.01% 663
2021
Q1 		$13.3K Hold
139
– – ﹤0.01% 706
2020
Q4 		$13.7K Buy
+139
New +$13.2K ﹤0.01% 702
2019
Q3 		– Sell
-9
Closed -$719 – 923
2019
Q2 		$719 Sell
9
-5
-36% -$387 ﹤0.01% 714
2019
Q1 		$1.01K Buy
+14
New +$959 ﹤0.01% 682
2018
Q2 		– Sell
-70
Closed -$4.26K – 758
2018
Q1 		$4.26K Buy
+70
New +$4K ﹤0.01% 664

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

Bartlett & Co Wealth Management's PGR Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Progressive (PGR) stake by 2.9% in Q1 2026, buying an estimated $7.84K and bringing the position to 1,370 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Bartlett & Co Wealth Management first reported a position in PGR in Q1 2018 and has held it in 24 quarters since. The position peaked at $393K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,370 shares of Progressive worth $273K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 38 Progressive shares in Q1 2026, an estimated $7.84K.
  • Progressive made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #412 holding.
  • Bartlett & Co Wealth Management first reported a position in Progressive in Q1 2018 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Progressive position peaked at $393K in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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