Certuity’s Progressive PGR Stock Holding History

Certuity’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	$295K	Sell	1,488 -73	-5%	-$15.1K	0.02%	465
2025 Q4	$356K	Sell	1,561 -144	-8%	-$32.5K	0.02%	362
2025 Q3	$421K	Buy	1,705 +73	+4%	+$18K	0.03%	300
2025 Q2	$436K	Sell	1,632 -21	-1%	-$5.76K	0.04%	227
2025 Q1	$468K	Sell	1,653 -30	-2%	-$7.85K	0.05%	193
2024 Q4	$403K	Buy	1,683 +413	+33%	+$104K	0.04%	208
2024 Q3	$322K	Sell	1,270 -148	-10%	-$34.4K	0.03%	251
2024 Q2	$295K	Buy	1,418 +117	+9%	+$24.5K	0.02%	268
2024 Q1	$269K	Sell	1,301 -61	-4%	-$11.3K	0.02%	263
2023 Q4	$217K	Buy	+1,362	New	+$213K	0.02%	304
2021 Q4	–	Sell	-3,600	Closed	-$325K	–	374
2021 Q3	$325K	Buy	3,600 +26	+0.7%	+$2.48K	0.06%	259
2021 Q2	$351K	Buy	3,574 +43	+1%	+$4.25K	0.08%	191
2021 Q1	$338K	Buy	+3,531	New	+$321K	0.09%	178

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

Certuity's PGR Position: Q1 2026 in Review

Certuity reduced its Progressive (PGR) stake by 4.7% in Q1 2026, selling an estimated $15.1K and leaving 1,488 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #465.

Certuity first reported a position in PGR in Q1 2021 and has held it in 13 quarters since. The position peaked at $468K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Certuity held 1,488 shares of Progressive worth $295K as of Q1 2026.
Certuity sold 73 Progressive shares in Q1 2026, an estimated $15.1K.
Progressive made up 0.02% of Certuity's portfolio in Q1 2026, its #465 holding.
Certuity first reported a position in Progressive in Q1 2021 and has held it in 13 quarters since.
Certuity's Progressive position peaked at $468K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.