Darwin Wealth Management’s Progressive PGR Stock Holding History

Darwin 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	$22.2K	Buy	111 +5	+5%	+$1.03K	0.01%	296
2025 Q4	$24.2K	Sell	106 -98	-48%	-$22.1K	0.01%	285
2025 Q3	$50.4K	Hold	204	–	–	0.02%	217
2025 Q2	$54.5K	Sell	204 -148	-42%	-$40.6K	0.02%	199
2025 Q1	$84.5K	Hold	352	–	–	0.03%	189
2024 Q4	$84.5K	Sell	352 -291	-45%	-$73.3K	0.03%	189
2024 Q3	$163K	Buy	+643	New	+$149K	0.04%	158
2023 Q1	–	Sell	-5,153	Closed	-$689K	–	173
2022 Q4	$689K	Hold	5,153	–	–	0.18%	91
2022 Q3	$616K	Hold	5,153	–	–	0.15%	96
2022 Q2	$583K	Sell	5,153 -12	-0.2%	-$1.36K	0.12%	103
2022 Q1	$589K	Sell	5,165 -200	-4%	-$21.6K	0.1%	113
2021 Q4	$575K	Sell	5,365 -40	-0.7%	-$3.82K	0.09%	114
2021 Q3	$489K	Hold	5,405	–	–	0.08%	114
2021 Q2	$531K	Buy	5,405 +1	+0%	+$99	0.09%	109
2021 Q1	$516K	Sell	5,404 -180	-3%	-$16.4K	0.09%	111
2020 Q4	$552K	Buy	5,584 +152	+3%	+$14.4K	0.1%	106
2020 Q3	$514K	Sell	5,432 -685	-11%	-$61.6K	0.11%	97
2020 Q2	$490K	Sell	6,117 -204	-3%	-$15.9K	0.12%	103
2020 Q1	$465K	Sell	6,321 -292	-4%	-$22.5K	0.15%	86
2019 Q4	$479K	Hold	6,613	–	–	0.13%	109
2019 Q3	$511K	Hold	6,613	–	–	0.15%	100
2019 Q2	$529K	Sell	6,613 -98	-1%	-$7.58K	0.16%	101
2019 Q1	$484K	Buy	6,711 +233	+4%	+$16K	0.16%	100
2018 Q4	$391K	Buy	6,478 +484	+8%	+$32.2K	0.27%	61
2018 Q3	$427K	Buy	5,994 +135	+2%	+$8.68K	0.24%	72
2018 Q2	$348K	Buy	5,859 +750	+15%	+$45.9K	0.23%	82
2018 Q1	$311K	Buy	5,109 +355	+7%	+$20.3K	0.23%	89
2017 Q4	$268K	Buy	4,754 +54	+1%	+$2.79K	0.11%	132
2017 Q3	$228K	Buy	+4,700	New	+$220K	0.22%	85

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

Darwin Wealth Management's PGR Position: Q1 2026 in Review

Darwin Wealth Management increased its Progressive (PGR) stake by 4.7% in Q1 2026, buying an estimated $1.03K and bringing the position to 111 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #296.

Darwin Wealth Management first reported a position in PGR in Q3 2017 and has held it in 29 quarters since. The position peaked at $689K in Q4 2022. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Darwin Wealth Management held 111 shares of Progressive worth $22.2K as of Q1 2026.
Darwin Wealth Management bought 5 Progressive shares in Q1 2026, an estimated $1.03K.
Progressive made up 0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #296 holding.
Darwin Wealth Management first reported a position in Progressive in Q3 2017 and has held it in 29 quarters since.
Darwin Wealth Management's Progressive position peaked at $689K in Q4 2022.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.