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Callan Family Office’s Progressive PGR Stock Holding History

Callan Family Office’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 		$2.98M Sell
15,035
-2,401
-14% -$496K 0.07% 273
2025
Q4 		$3.97M Buy
17,436
+2,554
+17% +$577K 0.09% 220
2025
Q3 		$3.68M Sell
14,882
-9,404
-39% -$2.32M 0.12% 183
2025
Q2 		$6.48M Buy
24,286
+18,916
+352% +$5.19M 0.2% 118
2025
Q1 		$1.52M Sell
5,370
-6,977
-57% -$1.82M 0.11% 159
2024
Q4 		$2.96M Buy
12,347
+11,538
+1,426% +$2.9M 0.19% 104
2024
Q3 		$205K Buy
+809
New +$188K 0.03% 186

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

Callan Family Office's PGR Position: Q1 2026 in Review

Callan Family Office reduced its Progressive (PGR) stake by 14% in Q1 2026, selling an estimated $496K and leaving 15,035 shares worth $2.98M. The position accounts for 0.07% of the portfolio, ranked #273.

Callan Family Office first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.48M in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Callan Family Office held 15,035 shares of Progressive worth $2.98M as of Q1 2026.
  • Callan Family Office sold 2,401 Progressive shares in Q1 2026, an estimated $496K.
  • Progressive made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #273 holding.
  • Callan Family Office first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Callan Family Office's Progressive position peaked at $6.48M in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.