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Blue Bell Private Wealth Management’s Progressive PGR Stock Holding History

Blue Bell Private 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 		– Sell
-369
Closed -$84K – 764
2025
Q4 		$84K Buy
369
+9
+3% +$2.03K 0.01% 356
2025
Q3 		$88.9K Buy
360
+24
+7% +$5.92K 0.01% 331
2025
Q2 		$89.7K Buy
+336
New +$92.1K 0.02% 320

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Blue Bell Private Wealth Management's PGR Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Progressive (PGR) in Q1 2026, closing a stake of 369 shares — an estimated $84K sold.

Blue Bell Private Wealth Management first reported a position in PGR in Q2 2025 and held it in 3 quarters. The position peaked at $89.7K in Q2 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 369 Progressive shares in Q1 2026, an estimated $84K.
  • Blue Bell Private Wealth Management first reported a position in Progressive in Q2 2025 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Progressive position peaked at $89.7K in Q2 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.