FWG Investments’s Progressive PGR Stock Holding History

FWG Investments’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	$282K	Sell	1,424 -1	-0.1%	-$206	0.18%	104
2025 Q4	$325K	Hold	1,425	–	–	0.21%	89
2025 Q3	$352K	Buy	1,425 +1	+0.1%	+$247	0.24%	81
2025 Q2	$380K	Buy	+1,424	New	+$390K	0.29%	72
2025 Q1	–	Sell	-1,915	Closed	-$459K	–	99
2024 Q4	$459K	Sell	1,915 -190	-9%	-$47.8K	0.36%	75
2024 Q3	$534K	Buy	2,105 +210	+11%	+$48.8K	0.46%	57
2024 Q2	$394K	Hold	1,895	–	–	0.4%	66
2024 Q1	$392K	Buy	+1,895	New	+$352K	0.42%	59

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

FWG Investments's PGR Position: Q1 2026 in Review

FWG Investments reduced its Progressive (PGR) stake by 0.07% in Q1 2026, selling an estimated $206 and leaving 1,424 shares worth $282K. The position accounts for 0.18% of the portfolio, ranked #104.

FWG Investments first reported a position in PGR in Q1 2024 and has held it in 8 quarters since. The position peaked at $534K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

FWG Investments held 1,424 shares of Progressive worth $282K as of Q1 2026.
FWG Investments sold 1 Progressive share in Q1 2026, an estimated $206.
Progressive made up 0.18% of FWG Investments's portfolio in Q1 2026, its #104 holding.
FWG Investments first reported a position in Progressive in Q1 2024 and has held it in 8 quarters since.
FWG Investments's Progressive position peaked at $534K in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.