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Evelyn Partners Asset Management’s Progressive PGR Stock Holding History

Evelyn Partners Asset 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 		$96.1K Hold
485
– – 0.02% 138
2025
Q4 		$110K Hold
485
– – 0.03% 121
2025
Q3 		$120K Buy
+485
New +$120K 0.03% 116

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

Evelyn Partners Asset Management's PGR Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Progressive (PGR) position steady in Q1 2026 at 485 shares worth $96.1K. The position accounts for 0.02% of the portfolio, ranked #138.

Evelyn Partners Asset Management first reported a position in PGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $120K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Evelyn Partners Asset Management held 485 shares of Progressive worth $96.1K as of Q1 2026.
  • Evelyn Partners Asset Management left its Progressive share count unchanged in Q1 2026.
  • Progressive made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #138 holding.
  • Evelyn Partners Asset Management first reported a position in Progressive in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's Progressive position peaked at $120K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.