Catalyst Financial Partners’s Progressive PGR Stock Holding History

Catalyst Financial 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	$1.55M	Buy	7,818 +3,157	+68%	+$652K	0.18%	66
2025 Q4	$1.06M	Sell	4,661 -428	-8%	-$96.7K	0.12%	90
2025 Q3	$1.26M	Buy	5,089 +194	+4%	+$47.8K	0.15%	68
2025 Q2	$1.31M	Buy	4,895 +168	+4%	+$46.1K	0.14%	61
2025 Q1	$1.34M	Buy	4,727 +52	+1%	+$13.6K	0.25%	50
2024 Q4	$1.12M	Buy	4,675 +13	+0.3%	+$3.27K	0.21%	58
2024 Q3	$1.18M	Sell	4,662 -92	-2%	-$21.4K	0.23%	54
2024 Q2	$987K	Sell	4,754 -64	-1%	-$13.4K	0.22%	59
2024 Q1	$1.01M	Sell	4,818 -161	-3%	-$29.9K	0.26%	47
2023 Q4	$793K	Sell	4,979 -631	-11%	-$98.8K	0.22%	63
2023 Q3	$781K	Buy	5,610 +247	+5%	+$32.5K	0.25%	59
2023 Q2	$710K	Sell	5,363 -465	-8%	-$62.3K	0.25%	62
2023 Q1	$834K	Buy	5,828 +2,713	+87%	+$374K	0.36%	42
2022 Q4	$404K	Buy	+3,115	New	+$395K	0.21%	73

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

Catalyst Financial Partners's PGR Position: Q1 2026 in Review

Catalyst Financial Partners increased its Progressive (PGR) stake by 68% in Q1 2026, buying an estimated $652K and bringing the position to 7,818 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #66.

Catalyst Financial Partners first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Catalyst Financial Partners held 7,818 shares of Progressive worth $1.55M as of Q1 2026.
Catalyst Financial Partners bought 3,157 Progressive shares in Q1 2026, an estimated $652K.
Progressive made up 0.18% of Catalyst Financial Partners's portfolio in Q1 2026, its #66 holding.
Catalyst Financial Partners first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.