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Cherry Tree Wealth Management’s Progressive PGR Stock Holding History

Cherry Tree 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 		$13.1K Hold
66
– – ﹤0.01% 383
2025
Q4 		$15K Sell
66
-22
-25% -$4.97K ﹤0.01% 380
2025
Q3 		$21.7K Hold
88
– – ﹤0.01% 333
2025
Q2 		$23.5K Sell
88
-108
-55% -$29.6K 0.01% 320
2025
Q1 		$55.5K Hold
196
– – 0.01% 252
2024
Q4 		$47K Hold
196
– – 0.01% 257
2024
Q3 		$49.7K Hold
196
– – 0.01% 258
2024
Q2 		$40.7K Buy
196
+108
+123% +$22.6K 0.01% 266
2024
Q1 		$18.2K Hold
88
– – ﹤0.01% 325
2023
Q4 		$14K Hold
88
– – ﹤0.01% 332
2023
Q3 		$12.3K Buy
88
+63
+252% +$8.29K ﹤0.01% 327
2023
Q2 		$3.24K Buy
+25
New +$3.35K ﹤0.01% 454

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cherry Tree Wealth Management's PGR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Progressive (PGR) position steady in Q1 2026 at 66 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Cherry Tree Wealth Management first reported a position in PGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $55.5K in Q1 2025. 1,775 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Cherry Tree Wealth Management held 66 shares of Progressive worth $13.1K as of Q1 2026.
  • Cherry Tree Wealth Management left its Progressive share count unchanged in Q1 2026.
  • Progressive made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #383 holding.
  • Cherry Tree Wealth Management first reported a position in Progressive in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Progressive position peaked at $55.5K in Q1 2025.
  • 1,775 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.