EWM
PGR icon

Evolution Wealth Management’s Progressive PGR Stock Holding History

Evolution 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 		$4.56K Sell
23
-989
-98% -$204K ﹤0.01% 644
2025
Q4 		$230K Buy
1,012
+1,000
+8,333% +$226K 0.19% 91
2025
Q3 		$2.96K Buy
12
+1
+9% +$247 ﹤0.01% 476
2025
Q2 		$2.94K Buy
+11
New +$3.02K ﹤0.01% 494

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

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

Evolution Wealth Management reduced its Progressive (PGR) stake by 98% in Q1 2026, selling an estimated $204K and leaving 23 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Evolution Wealth Management first reported a position in PGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Evolution Wealth Management held 23 shares of Progressive worth $4.56K as of Q1 2026.
  • Evolution Wealth Management sold 989 Progressive shares in Q1 2026, an estimated $204K.
  • Progressive made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #644 holding.
  • Evolution Wealth Management first reported a position in Progressive in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Progressive position peaked at $230K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.