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Delta Financial Advisors’s Progressive PGR Stock Holding History

Delta Financial 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 		– Sell
-1,272
Closed -$290K – 153
2025
Q4 		$290K Sell
1,272
-425
-25% -$96K 0.08% 132
2025
Q3 		$419K Buy
+1,697
New +$418K 0.12% 117

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

Delta Financial Advisors's PGR Position: Q1 2026 in Review

Delta Financial Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,272 shares — an estimated $290K sold.

Delta Financial Advisors first reported a position in PGR in Q3 2025 and held it in 2 quarters. The position peaked at $419K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Delta Financial Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Delta Financial Advisors sold 1,272 Progressive shares in Q1 2026, an estimated $290K.
  • Delta Financial Advisors first reported a position in Progressive in Q3 2025 and held it in 2 quarters.
  • Delta Financial Advisors's Progressive position peaked at $419K in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.