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Elm3 Financial Group’s Progressive PGR Stock Holding History

Elm3 Financial Group’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 		$812K Sell
4,094
-172
-4% -$35.5K 0.69% 37
2025
Q4 		$971K Sell
4,266
-233
-5% -$52.6K 0.81% 32
2025
Q3 		$1.11M Sell
4,499
-274
-6% -$67.5K 0.91% 26
2025
Q2 		$1.27M Sell
4,773
-10
-0.2% -$2.74K 1.06% 24
2025
Q1 		$1.35M Sell
4,783
-613
-11% -$160K 1.19% 22
2024
Q4 		$1.29M Buy
+5,396
New +$1.36M 1.1% 22

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

Elm3 Financial Group's PGR Position: Q1 2026 in Review

Elm3 Financial Group reduced its Progressive (PGR) stake by 4% in Q1 2026, selling an estimated $35.5K and leaving 4,094 shares worth $812K. The position accounts for 0.69% of the portfolio, ranked #37.

Elm3 Financial Group first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Elm3 Financial Group held 4,094 shares of Progressive worth $812K as of Q1 2026.
  • Elm3 Financial Group sold 172 Progressive shares in Q1 2026, an estimated $35.5K.
  • Progressive made up 0.69% of Elm3 Financial Group's portfolio in Q1 2026, its #37 holding.
  • Elm3 Financial Group first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Progressive position peaked at $1.35M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.