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IBEX Wealth Advisors’s Progressive PGR Stock Holding History

IBEX Wealth Advisors’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 		$3.44M Buy
+17,346
New +$3.58M 0.32% 73
2025
Q4 		– Sell
-19,047
Closed -$4.7M – 182
2025
Q3 		$4.7M Buy
19,047
+1,018
+6% +$251K 0.45% 73
2025
Q2 		$4.81M Buy
18,029
+5,546
+44% +$1.52M 0.51% 65
2025
Q1 		$3.53M Buy
+12,483
New +$3.26M 0.47% 67
2024
Q3 		– Sell
-91
Closed -$18.9K – 225
2024
Q2 		$18.9K Buy
+91
New +$19K ﹤0.01% 199
2022
Q2 		– Sell
-11,427
Closed -$1.3M – 176
2022
Q1 		$1.3M Sell
11,427
-207
-2% -$22.4K 0.25% 95
2021
Q4 		$1.19M Sell
11,634
-939
-7% -$89.6K 0.21% 106
2021
Q3 		$1.14M Sell
12,573
-1,976
-14% -$188K 0.22% 106
2021
Q2 		$1.43M Buy
14,549
+9
+0.1% +$890 0.29% 101
2021
Q1 		$1.39M Buy
14,540
+61
+0.4% +$5.54K 0.34% 89
2020
Q4 		$1.43M Buy
14,479
+122
+0.8% +$11.5K 0.37% 83
2020
Q3 		$1.36M Buy
14,357
+10
+0.1% +$899 0.39% 77
2020
Q2 		$1.15M Sell
14,347
-257
-2% -$20.1K 0.37% 80
2020
Q1 		$1.08M Buy
14,604
+198
+1% +$15.3K 0.42% 75
2019
Q4 		$1.04M Buy
+14,406
New +$1.04M 0.32% 83
2019
Q3 		– Sell
-40,761
Closed -$3.26M – 306
2019
Q2 		$3.26M Buy
40,761
+3,655
+10% +$283K 0.94% 38
2019
Q1 		$2.67M Buy
37,106
+5,007
+16% +$343K 0.94% 40
2018
Q4 		$1.94M Sell
32,099
-28,191
-47% -$1.88M 0.88% 41
2018
Q3 		$4.26M Buy
+60,290
New +$3.88M 1.53% 23
2018
Q1 		– Sell
-5,140
Closed -$286K – 115
2017
Q4 		$286K Hold
5,140
– – 0.13% 83
2017
Q3 		$254K Hold
5,140
– – 0.09% 116
2017
Q2 		$231K Buy
+5,140
New +$213K 0.09% 119
2017
Q1 		– Sell
-5,170
Closed -$189K – 295
2016
Q4 		$189K Buy
+5,170
New +$171K 0.09% 114

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

IBEX Wealth Advisors's PGR Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Progressive (PGR) in Q1 2026: 17,346 shares worth $3.44M. The stake represents 0.32% of the portfolio and ranks #73 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in PGR as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in PGR in Q4 2016 and has held it in 23 quarters since. The position peaked at $4.81M in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • IBEX Wealth Advisors held 17,346 shares of Progressive worth $3.44M as of Q1 2026.
  • Progressive was a new IBEX Wealth Advisors position in Q1 2026.
  • Progressive made up 0.32% of IBEX Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • IBEX Wealth Advisors first reported a position in Progressive in Q4 2016 and has held it in 23 quarters since.
  • IBEX Wealth Advisors's Progressive position peaked at $4.81M in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.