Continuum Advisory’s Progressive PGR Stock Holding History

Continuum Advisory’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	$515K	Sell	2,598 -35	-1%	-$7.22K	0.05%	277
2025 Q4	$600K	Sell	2,633 -222	-8%	-$50.1K	0.06%	253
2025 Q3	$705K	Buy	2,855 +78	+3%	+$19.2K	0.07%	222
2025 Q2	$741K	Sell	2,777 -13,433	-83%	-$3.68M	0.09%	208
2025 Q1	$4.59M	Buy	16,210 +478	+3%	+$125K	0.59%	34
2024 Q4	$3.77M	Buy	15,732 +642	+4%	+$162K	0.48%	41
2024 Q3	$3.89M	Buy	15,090 +1,559	+12%	+$362K	0.5%	40
2024 Q2	$2.81M	Buy	13,531 +11,181	+476%	+$2.34M	0.41%	54
2024 Q1	$502K	Buy	2,350 +297	+14%	+$55.1K	0.08%	224
2023 Q4	$327K	Buy	2,053 +3	+0.1%	+$470	0.05%	353
2023 Q3	$286K	Sell	2,050 -190	-8%	-$25K	0.05%	379
2023 Q2	$297K	Buy	2,240 +186	+9%	+$24.9K	0.05%	367
2023 Q1	$294K	Sell	2,054 -205	-9%	-$28.3K	0.05%	356
2022 Q4	$293K	Buy	+2,259	New	+$286K	0.05%	345

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 $147M AUM 25.76% 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

Continuum Advisory's PGR Position: Q1 2026 in Review

Continuum Advisory reduced its Progressive (PGR) stake by 1.3% in Q1 2026, selling an estimated $7.22K and leaving 2,598 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #277.

Continuum Advisory first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.59M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Continuum Advisory held 2,598 shares of Progressive worth $515K as of Q1 2026.
Continuum Advisory sold 35 Progressive shares in Q1 2026, an estimated $7.22K.
Progressive made up 0.05% of Continuum Advisory's portfolio in Q1 2026, its #277 holding.
Continuum Advisory first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
Continuum Advisory's Progressive position peaked at $4.59M in Q1 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.