Compass Ion Advisors’s Progressive PGR Stock Holding History

Compass Ion 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	$1.08M	Buy	5,453 +13	+0.2%	+$2.68K	0.1%	108
2025 Q4	$1.24M	Buy	5,440 +664	+14%	+$150K	0.12%	91
2025 Q3	$1.18M	Sell	4,776 -42	-0.9%	-$10.4K	0.11%	94
2025 Q2	$1.29M	Buy	4,818 +29	+0.6%	+$7.95K	0.14%	84
2025 Q1	$1.36M	Sell	4,789 -204	-4%	-$53.4K	0.16%	76
2024 Q4	$1.2M	Buy	4,993 +40	+0.8%	+$10.1K	0.14%	88
2024 Q3	$1.26M	Sell	4,953 -27	-0.5%	-$6.28K	0.15%	82
2024 Q2	$1.03M	Hold	4,980	–	–	0.15%	88
2024 Q1	$1.03M	Sell	4,980 -2,463	-33%	-$457K	0.15%	88
2023 Q4	$1.19M	Buy	7,443 +59	+0.8%	+$9.24K	0.18%	79
2023 Q3	$1.03M	Buy	+7,384	New	+$971K	0.18%	86

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

Compass Ion Advisors's PGR Position: Q1 2026 in Review

Compass Ion Advisors increased its Progressive (PGR) stake by 0.24% in Q1 2026, buying an estimated $2.68K and bringing the position to 5,453 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #108.

Compass Ion Advisors first reported a position in PGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Compass Ion Advisors held 5,453 shares of Progressive worth $1.08M as of Q1 2026.
Compass Ion Advisors bought 13 Progressive shares in Q1 2026, an estimated $2.68K.
Progressive made up 0.1% of Compass Ion Advisors's portfolio in Q1 2026, its #108 holding.
Compass Ion Advisors first reported a position in Progressive in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's Progressive position peaked at $1.36M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.