Focus Partners Advisor Solutions’s Progressive PGR Stock Holding History

Focus Partners Advisor Solutions’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	$1.53M	Sell	7,705 -1,768	-19%	-$365K	0.02%	422
2025 Q4	$2.16M	Buy	9,473 +3,462	+58%	+$782K	0.03%	292
2025 Q3	$1.35M	Buy	6,011 +1,650	+38%	+$407K	0.02%	428
2025 Q2	$1.16M	Sell	4,361 -383	-8%	-$105K	0.02%	407
2025 Q1	$1.34M	Buy	4,744 +1,462	+45%	+$382K	0.02%	320
2024 Q4	$786K	Sell	3,282 -426	-11%	-$107K	0.01%	378
2024 Q3	$941K	Buy	3,708 +1,206	+48%	+$280K	0.02%	305
2024 Q2	$520K	Sell	2,502 -278	-10%	-$58.2K	0.01%	359
2024 Q1	$575K	Buy	+2,780	New	+$516K	0.02%	329
2022 Q4	–	Sell	-2,335	Closed	-$271K	–	405
2022 Q3	$271K	Buy	+2,335	New	+$281K	0.02%	324

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Focus Partners Advisor Solutions's PGR Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Progressive (PGR) stake by 19% in Q1 2026, selling an estimated $365K and leaving 7,705 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #422.

Focus Partners Advisor Solutions first reported a position in PGR in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Focus Partners Advisor Solutions held 7,705 shares of Progressive worth $1.53M as of Q1 2026.
Focus Partners Advisor Solutions sold 1,768 Progressive shares in Q1 2026, an estimated $365K.
Progressive made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #422 holding.
Focus Partners Advisor Solutions first reported a position in Progressive in Q3 2022 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's Progressive position peaked at $2.16M in Q4 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.