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Basepoint Wealth’s Progressive PGR Stock Holding History

Basepoint Wealth’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 		$1.29K Sell
7
-43
-86% -$8.88K ﹤0.01% 562
2025
Q4 		$11.4K Buy
+50
New +$11.3K 0.01% 381

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

Basepoint Wealth's PGR Position: Q1 2026 in Review

Basepoint Wealth reduced its Progressive (PGR) stake by 86% in Q1 2026, selling an estimated $8.88K and leaving 7 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Basepoint Wealth first reported a position in PGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.4K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Basepoint Wealth held 7 shares of Progressive worth $1.29K as of Q1 2026.
  • Basepoint Wealth sold 43 Progressive shares in Q1 2026, an estimated $8.88K.
  • Progressive made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #562 holding.
  • Basepoint Wealth first reported a position in Progressive in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Progressive position peaked at $11.4K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.