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Greykasell Wealth Strategies’s Progressive PGR Stock Holding History

Greykasell Wealth Strategies’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 		$1.07M Sell
5,378
-21
-0.4% -$4.33K 0.43% 57
2025
Q4 		$1.23M Sell
5,399
-97
-2% -$21.9K 0.49% 50
2025
Q3 		$1.36M Buy
5,496
+122
+2% +$30.1K 0.57% 44
2025
Q2 		$1.43M Buy
5,374
+26
+0.5% +$7.13K 0.69% 40
2025
Q1 		$1.51M Buy
5,348
+5
+0.1% +$1.31K 0.81% 35
2024
Q4 		$1.28M Buy
+5,343
New +$1.35M 0.71% 41

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

Greykasell Wealth Strategies's PGR Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Progressive (PGR) stake by 0.39% in Q1 2026, selling an estimated $4.33K and leaving 5,378 shares worth $1.07M. The position accounts for 0.43% of the portfolio, ranked #57.

Greykasell Wealth Strategies first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Greykasell Wealth Strategies held 5,378 shares of Progressive worth $1.07M as of Q1 2026.
  • Greykasell Wealth Strategies sold 21 Progressive shares in Q1 2026, an estimated $4.33K.
  • Progressive made up 0.43% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #57 holding.
  • Greykasell Wealth Strategies first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Progressive position peaked at $1.51M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.