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Diversify Wealth Management’s Progressive PGR Stock Holding History

Diversify 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 		$1.81M Buy
9,018
+7,315
+430% +$1.51M 0.03% 407
2025
Q4 		$349K Sell
1,703
-14,639
-90% -$3.31M 0.02% 508
2025
Q3 		$3.33M Buy
16,342
+1,196
+8% +$295K 0.19% 142
2025
Q2 		$3.68M Buy
15,146
+1,622
+12% +$445K 0.23% 128
2025
Q1 		$3.74M Buy
13,524
+12
+0.1% +$3.14K 0.28% 108
2024
Q4 		$3.18M Buy
13,512
+364
+3% +$91.6K 0.25% 114
2024
Q3 		$3.25M Buy
+13,148
New +$3.06M 0.31% 81

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

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

Diversify Wealth Management increased its Progressive (PGR) stake by 430% in Q1 2026, buying an estimated $1.51M and bringing the position to 9,018 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #407.

Diversify Wealth Management first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.74M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Diversify Wealth Management held 9,018 shares of Progressive worth $1.81M as of Q1 2026.
  • Diversify Wealth Management bought 7,315 Progressive shares in Q1 2026, an estimated $1.51M.
  • Progressive made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #407 holding.
  • Diversify Wealth Management first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's Progressive position peaked at $3.74M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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