Financial Gravity Asset Management’s Progressive PGR Stock Holding History

Financial Gravity Asset 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	$5.15K	Hold	26	–	–	﹤0.01%	656
2025 Q4	$5.92K	Sell	26 -16	-38%	-$3.61K	﹤0.01%	544
2025 Q3	$10.4K	Buy	+42	New	+$10.4K	﹤0.01%	558
2025 Q1	$7.36K	Buy	+26	New	+$6.8K	﹤0.01%	662
2021 Q3	$90K	Hold	37	–	–	0.04%	381
2021 Q2	$98K	Buy	+37	New	+$3.66K	0.04%	352
2020 Q4	$2K	Buy	+24	New	+$2.27K	﹤0.01%	335
2019 Q4	$109K	Buy	546 +398	+269%	+$28.7K	0.08%	287
2019 Q3	$11K	Buy	148 +29	+24%	+$2.28K	0.01%	599
2019 Q2	$10K	Sell	119 -15	-11%	-$1.16K	0.01%	602
2019 Q1	$10K	Buy	+134	New	+$9.18K	0.01%	557
2018 Q3	$4K	Buy	60 +6	+11%	+$386	﹤0.01%	791
2018 Q2	$3K	Sell	54 -12	-18%	-$735	﹤0.01%	905
2018 Q1	$4K	Buy	+66	New	+$3.77K	﹤0.01%	800

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Financial Gravity Asset Management's PGR Position: Q1 2026 in Review

Financial Gravity Asset Management held its Progressive (PGR) position steady in Q1 2026 at 26 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Financial Gravity Asset Management first reported a position in PGR in Q1 2018 and has held it in 14 quarters since. The position peaked at $109K in Q4 2019. 1,774 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Financial Gravity Asset Management held 26 shares of Progressive worth $5.15K as of Q1 2026.
Financial Gravity Asset Management left its Progressive share count unchanged in Q1 2026.
Progressive made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #656 holding.
Financial Gravity Asset Management first reported a position in Progressive in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Progressive position peaked at $109K in Q4 2019.
1,774 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.