FWI
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Facet Wealth Inc’s Progressive PGR Stock Holding History

Facet Wealth Inc’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 		$272K Buy
1,374
+352
+34% +$72.7K ﹤0.01% 277
2025
Q4 		$217K Buy
+1,022
New +$231K ﹤0.01% 282

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

Facet Wealth Inc's PGR Position: Q1 2026 in Review

Facet Wealth Inc increased its Progressive (PGR) stake by 34% in Q1 2026, buying an estimated $72.7K and bringing the position to 1,374 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Facet Wealth Inc first reported a position in PGR in Q4 2025 and has held it in 2 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Facet Wealth Inc held 1,374 shares of Progressive worth $272K as of Q1 2026.
  • Facet Wealth Inc bought 352 Progressive shares in Q1 2026, an estimated $72.7K.
  • Progressive made up ﹤0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #277 holding.
  • Facet Wealth Inc first reported a position in Progressive in Q4 2025 and has held it in 2 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.