EWM
PGR icon

Evermay Wealth Management’s Progressive PGR Stock Holding History

Evermay Wealth 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 		$155K Sell
782
-556
-42% -$115K 0.02% 218
2025
Q4 		$305K Buy
1,338
+60
+5% +$13.6K 0.03% 163
2025
Q3 		$316K Sell
1,278
-1
-0.1% -$247 0.04% 164
2025
Q2 		$341K Buy
1,279
+39
+3% +$10.7K 0.04% 155
2025
Q1 		$351K Buy
1,240
+1
+0.1% +$262 0.05% 148
2024
Q4 		$297K Buy
1,239
+554
+81% +$139K 0.05% 163
2024
Q3 		$174K Buy
685
+103
+18% +$23.9K 0.03% 208
2024
Q2 		$121K Sell
582
-86
-13% -$18K 0.02% 248
2024
Q1 		$138K Sell
668
-63
-9% -$11.7K 0.02% 236
2023
Q4 		$116K Buy
731
+41
+6% +$6.42K 0.02% 234
2023
Q3 		$96.1K Buy
690
+65
+10% +$8.55K 0.02% 243
2023
Q2 		$82.7K Buy
625
+85
+16% +$11.4K 0.02% 255
2023
Q1 		$77.3K Buy
540
+169
+46% +$23.3K 0.02% 261
2022
Q4 		$48.1K Buy
371
+254
+217% +$32.2K 0.01% 300
2022
Q3 		$14K Buy
+117
New +$14.1K ﹤0.01% 370

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

Evermay Wealth Management's PGR Position: Q1 2026 in Review

Evermay Wealth Management reduced its Progressive (PGR) stake by 42% in Q1 2026, selling an estimated $115K and leaving 782 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #218.

Evermay Wealth Management first reported a position in PGR in Q3 2022 and has held it in 15 quarters since. The position peaked at $351K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Evermay Wealth Management held 782 shares of Progressive worth $155K as of Q1 2026.
  • Evermay Wealth Management sold 556 Progressive shares in Q1 2026, an estimated $115K.
  • Progressive made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Evermay Wealth Management first reported a position in Progressive in Q3 2022 and has held it in 15 quarters since.
  • Evermay Wealth Management's Progressive position peaked at $351K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.