Carson Wealth (CWM LLC)’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.73M | Buy |
49,095
+872
| +2% | +$180K | 0.03% | 567 |
|
|
2025
Q4 | $11M | Buy |
48,223
+4,097
| +9% | +$925K | 0.03% | 490 |
|
|
2025
Q3 | $10.9M | Buy |
44,126
+8,841
| +25% | +$2.18M | 0.03% | 440 |
|
|
2025
Q2 | $9.42M | Buy |
35,285
+5,802
| +20% | +$1.59M | 0.03% | 403 |
|
|
2025
Q1 | $8.34M | Sell |
29,483
-1,404
| -5% | -$367K | 0.03% | 390 |
|
|
2024
Q4 | $7.4M | Sell |
30,887
-1,730
| -5% | -$436K | 0.03% | 386 |
|
|
2024
Q3 | $8.28M | Sell |
32,617
-68,263
| -68% | -$15.9M | 0.04% | 340 |
|
|
2024
Q2 | $21M | Sell |
100,880
-1,073
| -1% | -$225K | 0.1% | 193 |
|
|
2024
Q1 | $21.1M | Sell |
101,953
-3,345
| -3% | -$621K | 0.1% | 192 |
|
|
2023
Q4 | $16.8M | Sell |
105,298
-3,239
| -3% | -$507K | 0.09% | 207 |
|
|
2023
Q3 | $15.1M | Sell |
108,537
-3,773
| -3% | -$496K | 0.09% | 186 |
|
|
2023
Q2 | $14.9M | Sell |
112,310
-4,205
| -4% | -$564K | 0.09% | 187 |
|
|
2023
Q1 | $16.7M | Buy |
116,515
+3,711
| +3% | +$512K | 0.11% | 164 |
|
|
2022
Q4 | $14.6M | Sell |
112,804
-12,833
| -10% | -$1.63M | 0.11% | 164 |
|
|
2022
Q3 | $14.6M | Sell |
125,637
-940
| -0.7% | -$113K | 0.12% | 158 |
|
|
2022
Q2 | $14.7M | Sell |
126,577
-8,140
| -6% | -$923K | 0.11% | 160 |
|
|
2022
Q1 | $15.4M | Buy |
134,717
+116,691
| +647% | +$12.6M | 0.11% | 170 |
|
|
2021
Q4 | $1.85M | Buy |
+18,026
| New | +$1.72M | 0.01% | 445 |
|
|
2021
Q2 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2021
Q1 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2020
Q4 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2020
Q3 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2020
Q2 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2020
Q1 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2019
Q4 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2019
Q3 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2019
Q2 | $2.45M | Hold |
24,976
| – | – | 0.02% | 380 |
|
|
2019
Q1 | $2.45M | Buy |
24,976
+23,741
| +1,922% | +$1.63M | 0.02% | 380 |
|
|
2018
Q4 | $75K | Buy |
1,235
+141
| +13% | +$9.38K | ﹤0.01% | 780 |
|
|
2018
Q3 | $78K | Buy |
1,094
+32
| +3% | +$2.06K | ﹤0.01% | 660 |
|
|
2018
Q2 | $63K | Sell |
1,062
-54
| -5% | -$3.31K | ﹤0.01% | 591 |
|
|
2018
Q1 | $68K | Buy |
1,116
+35
| +3% | +$2K | ﹤0.01% | 504 |
|
|
2017
Q4 | $61K | Sell |
1,081
-37
| -3% | -$1.91K | ﹤0.01% | 501 |
|
|
2017
Q3 | $54K | Buy |
+1,118
| New | +$52.3K | ﹤0.01% | 506 |
|
|
2014
Q1 | – | Sell |
-2,063
| Closed | -$56K | – | 398 |
|
|
2013
Q4 | $56K | Buy |
2,063
+65
| +3% | +$1.75K | 0.01% | 250 |
|
|
2013
Q3 | $54K | Buy |
+1,998
| New | +$51.8K | 0.01% | 183 |
|
Other funds holding PGR
VCM
DAM
Carson Wealth (CWM LLC)'s PGR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Progressive (PGR) stake by 1.8% in Q1 2026, buying an estimated $180K and bringing the position to 49,095 shares worth $9.73M. The position accounts for 0.03% of the portfolio, ranked #567.
Carson Wealth (CWM LLC) first reported a position in PGR in Q3 2013 and has held it in 36 quarters since. The position peaked at $21.1M in Q1 2024. 1,770 funds tracked by Wall St. Rank hold PGR as of Q1 2026.
- Carson Wealth (CWM LLC) held 49,095 shares of Progressive worth $9.73M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 872 Progressive shares in Q1 2026, an estimated $180K.
- Progressive made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #567 holding.
- Carson Wealth (CWM LLC) first reported a position in Progressive in Q3 2013 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Progressive position peaked at $21.1M in Q1 2024.
- 1,770 funds tracked by Wall St. Rank held Progressive as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.