Impact Partnership Wealth’s Progressive PGR Stock Holding History

Impact Partnership Wealth’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	$1.88M	Buy	9,460 +3,071	+48%	+$634K	0.23%	58
2025 Q4	$1.45M	Buy	6,389 +2,010	+46%	+$454K	0.19%	70
2025 Q3	$1.08M	Buy	4,379 +1,543	+54%	+$380K	0.16%	84
2025 Q2	$757K	Sell	2,836 -153	-5%	-$41.9K	0.14%	73
2025 Q1	$846K	Buy	2,989 +149	+5%	+$39K	0.18%	59
2024 Q4	$681K	Buy	2,840 +323	+13%	+$81.3K	0.14%	88
2024 Q3	$639K	Sell	2,517 -88	-3%	-$20.5K	0.14%	89
2024 Q2	$541K	Buy	+2,605	New	+$545K	0.14%	96
2024 Q1	–	Sell	-9	Closed	-$1.43K	–	827
2023 Q4	$1.43K	Sell	9 -8	-47%	-$1.25K	﹤0.01%	723
2023 Q3	$2.37K	Buy	17 +8	+89%	+$1.05K	﹤0.01%	807
2023 Q2	$1.19K	Buy	+9	New	+$1.21K	﹤0.01%	764

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

Impact Partnership Wealth's PGR Position: Q1 2026 in Review

Impact Partnership Wealth increased its Progressive (PGR) stake by 48% in Q1 2026, buying an estimated $634K and bringing the position to 9,460 shares worth $1.88M. The position accounts for 0.23% of the portfolio, ranked #58.

Impact Partnership Wealth first reported a position in PGR in Q2 2023 and has held it in 11 quarters since. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Impact Partnership Wealth held 9,460 shares of Progressive worth $1.88M as of Q1 2026.
Impact Partnership Wealth bought 3,071 Progressive shares in Q1 2026, an estimated $634K.
Progressive made up 0.23% of Impact Partnership Wealth's portfolio in Q1 2026, its #58 holding.
Impact Partnership Wealth first reported a position in Progressive in Q2 2023 and has held it in 11 quarters since.
1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.