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Claro Advisors’s Progressive PGR Stock Holding History

Claro Advisors’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 		$390K Buy
+1,968
New +$406K 0.05% 301
2025
Q2 		– Sell
-2,650
Closed -$750K – 475
2025
Q1 		$750K Sell
2,650
-20
-0.7% -$5.23K 0.1% 180
2024
Q4 		$640K Sell
2,670
-282
-10% -$71K 0.09% 206
2024
Q3 		$749K Buy
2,952
+1,593
+117% +$370K 0.1% 203
2024
Q2 		$282K Sell
1,359
-36
-3% -$7.54K 0.04% 337
2024
Q1 		$288K Buy
1,395
+33
+2% +$6.12K 0.05% 329
2023
Q4 		$217K Sell
1,362
-144
-10% -$22.5K 0.05% 364
2023
Q3 		$210K Buy
+1,506
New +$198K 0.05% 337
2023
Q2 		– Sell
-1,442
Closed -$206K – 395
2023
Q1 		$206K Buy
+1,442
New +$199K 0.06% 320
2020
Q1 		– Sell
-2,901
Closed -$210K – 179
2019
Q4 		$210K Buy
2,901
+41
+1% +$2.96K 0.16% 159
2019
Q3 		$221K Sell
2,860
-122
-4% -$9.6K 0.2% 144
2019
Q2 		$238K Hold
2,982
– – 0.22% 133
2019
Q1 		$215K Buy
2,982
+642
+27% +$44K 0.21% 135
2018
Q4 		$166K Buy
+2,340
New +$156K 0.13% 155

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

Claro Advisors's PGR Position: Q1 2026 in Review

Claro Advisors opened a new position in Progressive (PGR) in Q1 2026: 1,968 shares worth $390K. The stake represents 0.05% of the portfolio and ranks #301 among its holdings. This is a return to the name: Claro Advisors previously reported a position in PGR as recently as Q1 2025.

Claro Advisors first reported a position in PGR in Q4 2018 and has held it in 14 quarters since. The position peaked at $750K in Q1 2025. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Claro Advisors held 1,968 shares of Progressive worth $390K as of Q1 2026.
  • Progressive was a new Claro Advisors position in Q1 2026.
  • Progressive made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #301 holding.
  • Claro Advisors first reported a position in Progressive in Q4 2018 and has held it in 14 quarters since.
  • Claro Advisors's Progressive position peaked at $750K in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.