Inlet Private Wealth’s Progressive PGR Stock Holding History

Inlet Private 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	$879K	Hold	4,432	–	–	0.22%	85
2025 Q4	$1.01M	Buy	4,432 +75	+2%	+$16.9K	0.23%	79
2025 Q3	$1.08M	Buy	4,357 +14	+0.3%	+$3.45K	0.24%	84
2025 Q2	$1.16M	Hold	4,343	–	–	0.28%	80
2025 Q1	$1.23M	Hold	4,343	–	–	0.32%	76
2024 Q4	$1.04M	Hold	4,343	–	–	0.28%	83
2024 Q3	$1.1M	Hold	4,343	–	–	0.28%	79
2024 Q2	$902K	Hold	4,343	–	–	0.25%	79
2024 Q1	$898K	Hold	4,343	–	–	0.25%	81
2023 Q4	$692K	Hold	4,343	–	–	0.21%	88
2023 Q3	$605K	Hold	4,343	–	–	0.2%	89
2023 Q2	$575K	Hold	4,343	–	–	0.15%	95
2023 Q1	$621K	Hold	4,343	–	–	0.16%	88
2022 Q4	$563K	Hold	4,343	–	–	0.14%	91
2022 Q3	$505K	Hold	4,343	–	–	0.15%	92
2022 Q2	$505K	Hold	4,343	–	–	0.14%	97
2022 Q1	$495K	Buy	4,343 +43	+1%	+$4.65K	0.12%	105
2021 Q4	$441K	Hold	4,300	–	–	0.11%	110
2021 Q3	$389K	Hold	4,300	–	–	0.1%	114
2021 Q2	$422K	Hold	4,300	–	–	0.11%	111
2021 Q1	$411K	Hold	4,300	–	–	0.12%	105
2020 Q4	$425K	Hold	4,300	–	–	0.14%	99
2020 Q3	$407K	Hold	4,300	–	–	0.16%	96
2020 Q2	$344K	Hold	4,300	–	–	0.14%	99
2020 Q1	$318K	Hold	4,300	–	–	0.15%	104
2019 Q4	$311K	Hold	4,300	–	–	0.1%	120
2019 Q3	$332K	Hold	4,300	–	–	0.12%	113
2019 Q2	$363K	Hold	4,300	–	–	0.13%	112
2019 Q1	$310K	Hold	4,300	–	–	0.12%	118
2018 Q4	$259K	Buy	+4,300	New	+$286K	0.14%	107

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

Inlet Private Wealth's PGR Position: Q1 2026 in Review

Inlet Private Wealth held its Progressive (PGR) position steady in Q1 2026 at 4,432 shares worth $879K. The position accounts for 0.22% of the portfolio, ranked #85.

Inlet Private Wealth first reported a position in PGR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.23M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Inlet Private Wealth held 4,432 shares of Progressive worth $879K as of Q1 2026.
Inlet Private Wealth left its Progressive share count unchanged in Q1 2026.
Progressive made up 0.22% of Inlet Private Wealth's portfolio in Q1 2026, its #85 holding.
Inlet Private Wealth first reported a position in Progressive in Q4 2018 and has held it in 30 quarters since.
Inlet Private Wealth's Progressive position peaked at $1.23M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.