Calamos Wealth Management’s Progressive PGR Stock Holding History

Calamos 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	-1,763	Closed	-$401K	–	574
2025 Q4	$401K	Sell	1,763 -384	-18%	-$86.7K	0.01%	302
2025 Q3	$530K	Buy	+2,147	New	+$529K	0.02%	258
2022 Q4	–	Sell	-4,000	Closed	-$465K	–	331
2022 Q3	$465K	Hold	4,000	–	–	0.04%	203
2022 Q2	$465K	Sell	4,000 -128	-3%	-$14.5K	0.04%	206
2022 Q1	$471K	Buy	+4,128	New	+$446K	0.04%	226
2021 Q4	–	Sell	-10,000	Closed	-$904K	–	335
2021 Q3	$904K	Hold	10,000	–	–	0.07%	168
2021 Q2	$982K	Sell	10,000 -1,600	-14%	-$158K	0.08%	162
2021 Q1	$1.11M	Buy	+11,600	New	+$1.05M	0.09%	153

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Calamos Wealth Management's PGR Position: Q1 2026 in Review

Calamos Wealth Management sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,763 shares — an estimated $401K sold.

Calamos Wealth Management first reported a position in PGR in Q1 2021 and held it in 8 quarters. The position peaked at $1.11M in Q1 2021. 1,766 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Calamos Wealth Management reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
Calamos Wealth Management sold 1,763 Progressive shares in Q1 2026, an estimated $401K.
Calamos Wealth Management first reported a position in Progressive in Q1 2021 and held it in 8 quarters.
Calamos Wealth Management's Progressive position peaked at $1.11M in Q1 2021.
1,766 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.