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Estate Planners Group’s Progressive PGR Stock Holding History

Estate Planners 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 		– Sell
-130
Closed -$29.5K – 321
2025
Q4 		$29.5K Buy
+130
New +$29.4K 0.01% 176

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Estate Planners Group's PGR Position: Q1 2026 in Review

Estate Planners Group sold out of Progressive (PGR) in Q1 2026, closing a stake of 130 shares — an estimated $29.5K sold.

Estate Planners Group first reported a position in PGR in Q4 2025 and held it in 1 quarter. The position peaked at $29.5K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Estate Planners Group reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 130 Progressive shares in Q1 2026, an estimated $29.5K.
  • Estate Planners Group first reported a position in Progressive in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Progressive position peaked at $29.5K in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.