Focus Partners Wealth
PGR icon

Focus Partners Wealth’s Progressive PGR Stock Holding History

Focus Partners Wealth’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 		$17.6M Sell
88,756
-17,065
-16% -$3.52M 0.02% 532
2025
Q4 		$24.1M Sell
105,821
-14,142
-12% -$3.19M 0.03% 440
2025
Q3 		$29.6M Buy
119,963
+4,661
+4% +$1.15M 0.05% 313
2025
Q2 		$30.8M Buy
115,302
+2,951
+3% +$809K 0.07% 268
2025
Q1 		$31.8M Sell
112,351
-280
-0.2% -$73.2K 0.08% 240
2024
Q4 		$27M Buy
112,631
+7,535
+7% +$1.9M 0.07% 257
2024
Q3 		$26.7M Sell
105,096
-75,564
-42% -$17.6M 0.09% 235
2024
Q2 		$38.4M Buy
180,660
+174,389
+2,781% +$36.5M 0.13% 161
2024
Q1 		$1.3M Buy
6,271
+3,340
+114% +$620K 0.01% 560
2023
Q4 		$467K Buy
+2,931
New +$459K 0.01% 589

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

Focus Partners Wealth's PGR Position: Q1 2026 in Review

Focus Partners Wealth reduced its Progressive (PGR) stake by 16% in Q1 2026, selling an estimated $3.52M and leaving 88,756 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #532.

Focus Partners Wealth first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.4M in Q2 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Focus Partners Wealth held 88,756 shares of Progressive worth $17.6M as of Q1 2026.
  • Focus Partners Wealth sold 17,065 Progressive shares in Q1 2026, an estimated $3.52M.
  • Progressive made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #532 holding.
  • Focus Partners Wealth first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Progressive position peaked at $38.4M in Q2 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.