Defined Wealth Management’s Progressive PGR Stock Holding History

Defined 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	$494K	Buy	2,492 +8	+0.3%	+$1.65K	0.29%	76
2025 Q4	$566K	Sell	2,484 -995	-29%	-$225K	0.33%	70
2025 Q3	$859K	Sell	3,479 -76	-2%	-$18.7K	0.5%	51
2025 Q2	$949K	Buy	3,555 +23	+0.7%	+$6.3K	0.59%	46
2025 Q1	$1,000K	Buy	3,532 +3	+0.1%	+$785	0.67%	41
2024 Q4	$846K	Buy	3,529 +11	+0.3%	+$2.77K	0.56%	44
2024 Q3	$893K	Buy	3,518 +13	+0.4%	+$3.02K	0.58%	45
2024 Q2	$728K	Buy	3,505 +15	+0.4%	+$3.14K	0.51%	48
2024 Q1	$722K	Buy	3,490 +2	+0.1%	+$371	0.52%	51
2023 Q4	$556K	Sell	3,488 -203	-5%	-$31.8K	0.43%	60
2023 Q3	$514K	Buy	3,691 +79	+2%	+$10.4K	0.44%	60
2023 Q2	$478K	Buy	3,612 +2	+0.1%	+$268	0.4%	63
2023 Q1	$516K	Hold	3,610	–	–	0.48%	54
2022 Q4	$468K	Hold	3,610	–	–	0.44%	62
2022 Q3	$420K	Hold	3,610	–	–	0.46%	56
2022 Q2	$420K	Hold	3,610	–	–	0.43%	58
2022 Q1	$412K	Hold	3,610	–	–	0.36%	65
2021 Q4	$371K	Hold	3,610	–	–	0.3%	69
2021 Q3	$326K	Hold	3,610	–	–	0.29%	71
2021 Q2	$355K	Hold	3,610	–	–	0.32%	69
2021 Q1	$345K	Hold	3,610	–	–	0.33%	67
2020 Q4	$357K	Buy	+3,610	New	+$342K	0.35%	61

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

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

Defined Wealth Management increased its Progressive (PGR) stake by 0.32% in Q1 2026, buying an estimated $1.65K and bringing the position to 2,492 shares worth $494K. The position accounts for 0.29% of the portfolio, ranked #76.

Defined Wealth Management first reported a position in PGR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1,000K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Defined Wealth Management held 2,492 shares of Progressive worth $494K as of Q1 2026.
Defined Wealth Management bought 8 Progressive shares in Q1 2026, an estimated $1.65K.
Progressive made up 0.29% of Defined Wealth Management's portfolio in Q1 2026, its #76 holding.
Defined Wealth Management first reported a position in Progressive in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's Progressive position peaked at $1,000K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.