Cassaday & Co Wealth Management’s Progressive PGR Stock Holding History

Cassaday & Co 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	$89.6K	Buy	+452	New	+$93.3K	﹤0.01%	482

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $137B AUM 18.02% 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 $298B AUM 21.96% 1-Year Est. Return

Cassaday & Co Wealth Management's PGR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Progressive (PGR) in Q1 2026: 452 shares worth $89.6K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings.

1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Cassaday & Co Wealth Management held 452 shares of Progressive worth $89.6K as of Q1 2026.
Progressive was a new Cassaday & Co Wealth Management position in Q1 2026.
Progressive made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #482 holding.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.