Cassia Capital Partners’s Progressive PGR Stock Holding History

Cassia Capital Partners’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	$1.13M	Buy	5,692 +1,637	+40%	+$338K	0.58%	47
2025 Q4	$923K	Sell	4,055 -393	-9%	-$88.8K	0.5%	45
2025 Q3	$1.1M	Buy	4,448 +615	+16%	+$152K	0.6%	45
2025 Q2	$1.02M	Sell	3,833 -59	-2%	-$16.2K	0.62%	42
2025 Q1	$1.1M	Buy	3,892 +1,442	+59%	+$377K	0.69%	34
2024 Q4	$587K	Buy	+2,450	New	+$617K	0.37%	49
2023 Q2	–	Sell	-2,787	Closed	-$399K	–	80
2023 Q1	$399K	Sell	2,787 -75	-3%	-$10.3K	0.32%	25
2022 Q4	$371K	Buy	+2,862	New	+$363K	0.31%	33

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

Cassia Capital Partners's PGR Position: Q1 2026 in Review

Cassia Capital Partners increased its Progressive (PGR) stake by 40% in Q1 2026, buying an estimated $338K and bringing the position to 5,692 shares worth $1.13M. The position accounts for 0.58% of the portfolio, ranked #47.

Cassia Capital Partners first reported a position in PGR in Q4 2022 and has held it in 8 quarters since. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Cassia Capital Partners held 5,692 shares of Progressive worth $1.13M as of Q1 2026.
Cassia Capital Partners bought 1,637 Progressive shares in Q1 2026, an estimated $338K.
Progressive made up 0.58% of Cassia Capital Partners's portfolio in Q1 2026, its #47 holding.
Cassia Capital Partners first reported a position in Progressive in Q4 2022 and has held it in 8 quarters since.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.