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Convergence Financial’s Progressive PGR Stock Holding History

Convergence Financial’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 		$590K Sell
2,976
-29
-1% -$5.99K 0.06% 138
2025
Q4 		$684K Buy
+3,005
New +$679K 0.1% 104

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

Convergence Financial's PGR Position: Q1 2026 in Review

Convergence Financial reduced its Progressive (PGR) stake by 0.97% in Q1 2026, selling an estimated $5.99K and leaving 2,976 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #138.

Convergence Financial first reported a position in PGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $684K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Convergence Financial held 2,976 shares of Progressive worth $590K as of Q1 2026.
  • Convergence Financial sold 29 Progressive shares in Q1 2026, an estimated $5.99K.
  • Progressive made up 0.06% of Convergence Financial's portfolio in Q1 2026, its #138 holding.
  • Convergence Financial first reported a position in Progressive in Q4 2025 and has held it in 2 quarters since.
  • Convergence Financial's Progressive position peaked at $684K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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