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Fi3 Financial Advisors’s Progressive PGR Stock Holding History

Fi3 Financial Advisors’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 		$211K Buy
1,062
+66
+7% +$13.6K 0.06% 202
2025
Q4 		$227K Buy
996
+130
+15% +$29.4K 0.07% 169
2025
Q3 		$214K Buy
866
+19
+2% +$4.68K 0.07% 148
2025
Q2 		$226K Buy
847
+67
+9% +$18.4K 0.08% 143
2025
Q1 		$221K Sell
780
-154
-16% -$40.3K 0.09% 112
2024
Q4 		$224K Buy
934
+16
+2% +$4.03K 0.08% 107
2024
Q3 		$233K Buy
+918
New +$213K 0.09% 90

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 $147M AUM 25.76% 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

Fi3 Financial Advisors's PGR Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Progressive (PGR) stake by 6.6% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,062 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #202.

Fi3 Financial Advisors first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $233K in Q3 2024. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Fi3 Financial Advisors held 1,062 shares of Progressive worth $211K as of Q1 2026.
  • Fi3 Financial Advisors bought 66 Progressive shares in Q1 2026, an estimated $13.6K.
  • Progressive made up 0.06% of Fi3 Financial Advisors's portfolio in Q1 2026, its #202 holding.
  • Fi3 Financial Advisors first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Fi3 Financial Advisors's Progressive position peaked at $233K in Q3 2024.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.