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GenTrust’s Progressive PGR Stock Holding History

GenTrust’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 		$215K Buy
+1,085
New +$224K 0.01% 260
2025
Q4 		– Sell
-1,094
Closed -$270K – 288
2025
Q3 		$270K Sell
1,094
-114
-9% -$28.1K 0.01% 175
2025
Q2 		$322K Sell
1,208
-26
-2% -$7.13K 0.02% 147
2025
Q1 		$349K Buy
1,234
+42
+4% +$11K 0.02% 147
2024
Q4 		$286K Buy
1,192
+222
+23% +$55.9K 0.01% 165
2024
Q3 		$246K Buy
+970
New +$226K 0.01% 176

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

GenTrust's PGR Position: Q1 2026 in Review

GenTrust opened a new position in Progressive (PGR) in Q1 2026: 1,085 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: GenTrust previously reported a position in PGR as recently as Q3 2025.

GenTrust first reported a position in PGR in Q3 2024 and has held it in 6 quarters since. The position peaked at $349K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • GenTrust held 1,085 shares of Progressive worth $215K as of Q1 2026.
  • Progressive was a new GenTrust position in Q1 2026.
  • Progressive made up 0.01% of GenTrust's portfolio in Q1 2026, its #260 holding.
  • GenTrust first reported a position in Progressive in Q3 2024 and has held it in 6 quarters since.
  • GenTrust's Progressive position peaked at $349K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.