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Fiduciary Group’s Progressive PGR Stock Holding History

Fiduciary Group’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 		$386K Sell
1,945
-236
-11% -$48.7K 0.03% 237
2025
Q4 		$497K Sell
2,181
-268
-11% -$60.5K 0.04% 206
2025
Q3 		$605K Hold
2,449
– – 0.05% 186
2025
Q2 		$654K Sell
2,449
-185
-7% -$50.7K 0.06% 182
2025
Q1 		$745K Sell
2,634
-150
-5% -$39.2K 0.07% 172
2024
Q4 		$667K Sell
2,784
-80
-3% -$20.1K 0.07% 175
2024
Q3 		$727K Sell
2,864
-117
-4% -$27.2K 0.07% 168
2024
Q2 		$619K Sell
2,981
-99
-3% -$20.7K 0.07% 171
2024
Q1 		$637K Sell
3,080
-130
-4% -$24.1K 0.07% 162
2023
Q4 		$511K Hold
3,210
– – 0.06% 176
2023
Q3 		$447K Sell
3,210
-697
-18% -$91.7K 0.06% 175
2023
Q2 		$517K Sell
3,907
-745
-16% -$99.9K 0.06% 161
2023
Q1 		$666K Sell
4,652
-745
-14% -$103K 0.09% 140
2022
Q4 		$700K Hold
5,397
– – 0.09% 135
2022
Q3 		$700K Buy
5,397
+22
+0.4% +$2.65K 0.09% 137
2022
Q2 		$647K Sell
5,375
-450
-8% -$51K 0.08% 140
2022
Q1 		$628K Buy
+5,825
New +$630K 0.08% 134

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

Fiduciary Group's PGR Position: Q1 2026 in Review

Fiduciary Group reduced its Progressive (PGR) stake by 11% in Q1 2026, selling an estimated $48.7K and leaving 1,945 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #237.

Fiduciary Group first reported a position in PGR in Q1 2022 and has held it in 17 quarters since. The position peaked at $745K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Fiduciary Group held 1,945 shares of Progressive worth $386K as of Q1 2026.
  • Fiduciary Group sold 236 Progressive shares in Q1 2026, an estimated $48.7K.
  • Progressive made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #237 holding.
  • Fiduciary Group first reported a position in Progressive in Q1 2022 and has held it in 17 quarters since.
  • Fiduciary Group's Progressive position peaked at $745K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.