Delta Investment Management’s Progressive PGR Stock Holding History

Delta Investment 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	$1.01M	Sell	5,099 -448	-8%	-$92.5K	0.18%	95
2025 Q4	$1.26M	Buy	5,547 +2,762	+99%	+$624K	0.22%	83
2025 Q3	$688K	Buy	2,785 +116	+4%	+$28.6K	0.12%	115
2025 Q2	$712K	Sell	2,669 -28	-1%	-$7.67K	0.14%	103
2025 Q1	$763K	Sell	2,697 -95	-3%	-$24.8K	0.15%	83
2024 Q4	$669K	Buy	2,792 +1,976	+242%	+$497K	0.13%	101
2024 Q3	$207K	Buy	+816	New	+$190K	0.04%	234
2022 Q1	–	Sell	-21,189	Closed	-$2.17M	–	174
2021 Q4	$2.17M	Buy	21,189 +378	+2%	+$36.1K	0.63%	45
2021 Q3	$1.88M	Sell	20,811 -2,632	-11%	-$251K	0.59%	54
2021 Q2	$2.3M	Buy	23,443 +10,502	+81%	+$1.04M	0.68%	50
2021 Q1	$1.24M	Buy	12,941 +3,511	+37%	+$319K	0.39%	64
2020 Q4	$932K	Buy	+9,430	New	+$892K	0.3%	75

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

Delta Investment Management's PGR Position: Q1 2026 in Review

Delta Investment Management reduced its Progressive (PGR) stake by 8.1% in Q1 2026, selling an estimated $92.5K and leaving 5,099 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #95.

Delta Investment Management first reported a position in PGR in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.3M in Q2 2021. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Delta Investment Management held 5,099 shares of Progressive worth $1.01M as of Q1 2026.
Delta Investment Management sold 448 Progressive shares in Q1 2026, an estimated $92.5K.
Progressive made up 0.18% of Delta Investment Management's portfolio in Q1 2026, its #95 holding.
Delta Investment Management first reported a position in Progressive in Q4 2020 and has held it in 12 quarters since.
Delta Investment Management's Progressive position peaked at $2.3M in Q2 2021.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.