Interchange Capital Partners’s Progressive PGR Stock Holding History

Interchange Capital Partners’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	$559K	Sell	1,995 -459	-19%	-$94.7K	0.18%	129
2025 Q4	$559K	Sell	2,454 -138	-5%	-$31.2K	0.1%	178
2025 Q3	$640K	Buy	2,592 +373	+17%	+$92K	0.13%	148
2025 Q2	$592K	Buy	2,219 +116	+6%	+$31.8K	0.14%	134
2025 Q1	$595K	Buy	2,103 +69	+3%	+$18K	0.17%	118
2024 Q4	$487K	Buy	2,034 +103	+5%	+$25.9K	0.18%	132
2024 Q3	$491K	Sell	1,931 -5	-0.3%	-$1.16K	0.17%	142
2024 Q2	$402K	Buy	+1,936	New	+$405K	0.15%	159
2023 Q2	–	Sell	-1,525	Closed	-$223K	–	204
2023 Q1	$223K	Buy	+1,525	New	+$210K	0.12%	183
2022 Q3	–	Sell	-2,143	Closed	-$249K	–	169
2022 Q2	$249K	Sell	2,143 -16	-0.7%	-$1.81K	0.28%	116
2022 Q1	$246K	Sell	2,159 -174	-7%	-$18.8K	0.25%	133
2021 Q4	$239K	Buy	+2,333	New	+$223K	0.24%	134
2021 Q1	–	Sell	-1,599	Closed	-$158K	–	861
2020 Q4	$158K	Buy	+1,599	New	+$151K	0.09%	245

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

Interchange Capital Partners's PGR Position: Q1 2026 in Review

Interchange Capital Partners reduced its Progressive (PGR) stake by 19% in Q1 2026, selling an estimated $94.7K and leaving 1,995 shares worth $559K. The position accounts for 0.18% of the portfolio, ranked #129.

Interchange Capital Partners first reported a position in PGR in Q4 2020 and has held it in 13 quarters since. The position peaked at $640K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Interchange Capital Partners held 1,995 shares of Progressive worth $559K as of Q1 2026.
Interchange Capital Partners sold 459 Progressive shares in Q1 2026, an estimated $94.7K.
Progressive made up 0.18% of Interchange Capital Partners's portfolio in Q1 2026, its #129 holding.
Interchange Capital Partners first reported a position in Progressive in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's Progressive position peaked at $640K in Q3 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.