Heartland Bank & Trust’s Progressive PGR Stock Holding History

Heartland Bank & Trust’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	$676K	Buy	3,410 +789	+30%	+$163K	0.15%	107
2025 Q4	$597K	Sell	2,621 -54	-2%	-$12.2K	0.25%	85
2025 Q3	$661K	Buy	2,675 +10	+0.4%	+$2.46K	0.27%	85
2025 Q2	$711K	Sell	2,665 -93	-3%	-$25.5K	0.33%	73
2025 Q1	$781K	Sell	2,758 -1,607	-37%	-$420K	0.4%	60
2024 Q4	$1.05M	Sell	4,365 -142	-3%	-$35.7K	0.57%	36
2024 Q3	$1.14M	Sell	4,507 -158	-3%	-$36.7K	0.62%	28
2024 Q2	$969K	Buy	4,665 +41	+0.9%	+$8.58K	0.55%	35
2024 Q1	$956K	Sell	4,624 -52	-1%	-$9.65K	0.56%	40
2023 Q4	$745K	Sell	4,676 -222	-5%	-$34.8K	0.51%	49
2023 Q3	$682K	Buy	4,898 +85	+2%	+$11.2K	0.54%	48
2023 Q2	$637K	Sell	4,813 -604	-11%	-$81K	0.5%	55
2023 Q1	$775K	Buy	5,417 +327	+6%	+$45.1K	0.59%	46
2022 Q4	$660K	Buy	+5,090	New	+$645K	0.49%	50
2021 Q3	–	Sell	-7,621	Closed	-$748K	–	117
2021 Q2	$748K	Sell	7,621 -792	-9%	-$78.3K	0.69%	40
2021 Q1	$804K	Buy	8,413 +21	+0.3%	+$1.91K	0.74%	45
2020 Q4	$830K	Buy	+8,392	New	+$794K	0.74%	46

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 $147M AUM 25.76% 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

Heartland Bank & Trust's PGR Position: Q1 2026 in Review

Heartland Bank & Trust increased its Progressive (PGR) stake by 30% in Q1 2026, buying an estimated $163K and bringing the position to 3,410 shares worth $676K. The position accounts for 0.15% of the portfolio, ranked #107.

Heartland Bank & Trust first reported a position in PGR in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.14M in Q3 2024. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Heartland Bank & Trust held 3,410 shares of Progressive worth $676K as of Q1 2026.
Heartland Bank & Trust bought 789 Progressive shares in Q1 2026, an estimated $163K.
Progressive made up 0.15% of Heartland Bank & Trust's portfolio in Q1 2026, its #107 holding.
Heartland Bank & Trust first reported a position in Progressive in Q4 2020 and has held it in 17 quarters since.
Heartland Bank & Trust's Progressive position peaked at $1.14M in Q3 2024.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.