EFS
PGR icon

Essex Financial Services’s Progressive PGR Stock Holding History

Essex Financial Services’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 		$629K Sell
3,175
-593
-16% -$122K 0.04% 395
2025
Q4 		$858K Sell
3,768
-6
-0.2% -$1.35K 0.05% 321
2025
Q3 		$932K Sell
3,774
-120
-3% -$29.6K 0.06% 287
2025
Q2 		$1.04M Buy
3,894
+223
+6% +$61.1K 0.07% 242
2025
Q1 		$1.04M Buy
3,671
+314
+9% +$82.1K 0.07% 222
2024
Q4 		$804K Sell
3,357
-118
-3% -$29.7K 0.06% 281
2024
Q3 		$863K Buy
3,475
+900
+35% +$209K 0.06% 272
2024
Q2 		$562K Buy
2,575
+749
+41% +$157K 0.04% 352
2024
Q1 		$378K Buy
1,826
+132
+8% +$24.5K 0.03% 378
2023
Q4 		$270K Sell
1,694
-56
-3% -$8.77K 0.03% 418
2023
Q3 		$244K Sell
1,750
-217
-11% -$28.5K 0.03% 410
2023
Q2 		$260K Buy
1,967
+110
+6% +$14.7K 0.03% 395
2023
Q1 		$266K Buy
1,857
+187
+11% +$25.8K 0.03% 398
2022
Q4 		$216K Sell
1,670
-148
-8% -$18.8K 0.02% 440
2022
Q3 		$211K Sell
1,818
-620
-25% -$74.7K 0.03% 426
2022
Q2 		$283K Sell
2,438
-262
-10% -$29.7K 0.03% 365
2022
Q1 		$308K Buy
2,700
+404
+18% +$43.7K 0.03% 367
2021
Q4 		$236K Buy
2,296
+50
+2% +$4.77K 0.02% 428
2021
Q3 		$203K Buy
2,246
+118
+6% +$11.2K 0.02% 445
2021
Q2 		$209K Buy
+2,128
New +$210K 0.03% 426

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

Essex Financial Services's PGR Position: Q1 2026 in Review

Essex Financial Services reduced its Progressive (PGR) stake by 16% in Q1 2026, selling an estimated $122K and leaving 3,175 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #395.

Essex Financial Services first reported a position in PGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Essex Financial Services held 3,175 shares of Progressive worth $629K as of Q1 2026.
  • Essex Financial Services sold 593 Progressive shares in Q1 2026, an estimated $122K.
  • Progressive made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #395 holding.
  • Essex Financial Services first reported a position in Progressive in Q2 2021 and has held it in 20 quarters since.
  • Essex Financial Services's Progressive position peaked at $1.04M in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.