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Integrated Wealth Concepts’s Progressive PGR Stock Holding History

Integrated Wealth Concepts’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 		$13M Buy
65,503
+24,938
+61% +$5.15M 0.1% 202
2025
Q4 		$9.24M Sell
40,565
-8,515
-17% -$1.92M 0.11% 168
2025
Q3 		$12.1M Buy
49,080
+5,994
+14% +$1.48M 0.11% 174
2025
Q2 		$11.5M Buy
43,086
+15,124
+54% +$4.15M 0.12% 163
2025
Q1 		$7.91M Buy
27,962
+857
+3% +$224K 0.09% 218
2024
Q4 		$6.49M Buy
27,105
+4,314
+19% +$1.09M 0.08% 250
2024
Q3 		$5.78M Buy
22,791
+1,769
+8% +$411K 0.07% 255
2024
Q2 		$4.37M Buy
21,022
+4,389
+26% +$919K 0.06% 293
2024
Q1 		$3.44M Buy
16,633
+757
+5% +$140K 0.05% 353
2023
Q4 		$2.53M Buy
15,876
+12,852
+425% +$2.01M 0.04% 399
2023
Q3 		$421K Buy
3,024
+1,014
+50% +$133K 0.01% 1051
2023
Q2 		$266K Sell
2,010
-9
-0.4% -$1.21K ﹤0.01% 1289
2023
Q1 		$289K Buy
2,019
+422
+26% +$58.2K 0.01% 1073
2022
Q4 		$207K Buy
+1,597
New +$202K 0.01% 938
2021
Q2 		– Sell
-2,104
Closed -$201K – 826
2021
Q1 		$201K Buy
2,104
+65
+3% +$5.91K 0.01% 699
2020
Q4 		$202K Sell
2,039
-176
-8% -$16.6K 0.01% 600
2020
Q3 		$210K Buy
+2,215
New +$199K 0.01% 536

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

Integrated Wealth Concepts's PGR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Progressive (PGR) stake by 61% in Q1 2026, buying an estimated $5.15M and bringing the position to 65,503 shares worth $13M. The position accounts for 0.1% of the portfolio, ranked #202.

Integrated Wealth Concepts first reported a position in PGR in Q3 2020 and has held it in 17 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Integrated Wealth Concepts held 65,503 shares of Progressive worth $13M as of Q1 2026.
  • Integrated Wealth Concepts bought 24,938 Progressive shares in Q1 2026, an estimated $5.15M.
  • Progressive made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #202 holding.
  • Integrated Wealth Concepts first reported a position in Progressive in Q3 2020 and has held it in 17 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.