CG
PGR icon

Castellan Group’s Progressive PGR Stock Holding History

Castellan Group’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 		$396K Hold
2,000
– – 0.05% 35
2025
Q4 		$455K Hold
2,000
– – 0.06% 56
2025
Q3 		$494K Hold
2,000
– – 0.07% 33
2025
Q2 		$534K Hold
2,000
– – 0.1% 28
2025
Q1 		$566K Hold
2,000
– – 0.16% 62
2024
Q4 		$479K Buy
+2,000
New +$503K 0.21% 58

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

Castellan Group's PGR Position: Q1 2026 in Review

Castellan Group held its Progressive (PGR) position steady in Q1 2026 at 2,000 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #35.

Castellan Group first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $566K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Castellan Group held 2,000 shares of Progressive worth $396K as of Q1 2026.
  • Castellan Group left its Progressive share count unchanged in Q1 2026.
  • Progressive made up 0.05% of Castellan Group's portfolio in Q1 2026, its #35 holding.
  • Castellan Group first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • Castellan Group's Progressive position peaked at $566K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.