EP Wealth Advisors’s Progressive PGR Stock Holding History

EP Wealth 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	$4.2M	Buy	21,162 +11,253	+114%	+$2.32M	0.02%	342
2025 Q4	$2.26M	Buy	+9,909	New	+$2.24M	0.01%	420
2025 Q2	$3.22M	Buy	12,068 +7,972	+195%	+$2.19M	0.02%	331
2025 Q1	$1.16M	Buy	4,096 +1,821	+80%	+$476K	0.01%	468
2024 Q4	$545K	Sell	2,275 -169	-7%	-$42.5K	﹤0.01%	663
2024 Q3	$620K	Buy	2,444 +552	+29%	+$128K	0.01%	627
2024 Q2	$393K	Buy	1,892 +313	+20%	+$65.5K	﹤0.01%	589
2024 Q1	$327K	Buy	1,579 +62	+4%	+$11.5K	﹤0.01%	604
2023 Q4	$242K	Buy	1,517 +22	+1%	+$3.44K	﹤0.01%	675
2023 Q3	$208K	Sell	1,495 -6,726	-82%	-$885K	﹤0.01%	659
2023 Q2	$262K	Sell	8,221 -57,148	-87%	-$7.66M	﹤0.01%	590
2023 Q1	$9.72M	Buy	+65,369	New	+$9.01M	0.17%	91
2022 Q3	–	Sell	-1,858	Closed	-$216K	–	543
2022 Q2	$216K	Buy	1,858 +18	+1%	+$2.04K	﹤0.01%	555
2022 Q1	$210K	Buy	+1,840	New	+$199K	﹤0.01%	567

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

EP Wealth Advisors's PGR Position: Q1 2026 in Review

EP Wealth Advisors increased its Progressive (PGR) stake by 114% in Q1 2026, buying an estimated $2.32M and bringing the position to 21,162 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #342.

EP Wealth Advisors first reported a position in PGR in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.72M in Q1 2023. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

EP Wealth Advisors held 21,162 shares of Progressive worth $4.2M as of Q1 2026.
EP Wealth Advisors bought 11,253 Progressive shares in Q1 2026, an estimated $2.32M.
Progressive made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #342 holding.
EP Wealth Advisors first reported a position in Progressive in Q1 2022 and has held it in 14 quarters since.
EP Wealth Advisors's Progressive position peaked at $9.72M in Q1 2023.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.