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Ironwood Investment Management’s Progressive PGR Stock Holding History

Ironwood Investment Management’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 		$1.13M Sell
5,699
-59
-1% -$12.2K 0.47% 63
2025
Q4 		$1.31M Sell
5,758
-25
-0.4% -$5.65K 0.55% 58
2025
Q3 		$1.43M Sell
5,783
-40
-0.7% -$9.86K 0.62% 48
2025
Q2 		$1.55M Sell
5,823
-166
-3% -$45.5K 0.76% 40
2025
Q1 		$1.69M Sell
5,989
-40
-0.7% -$10.5K 0.92% 29
2024
Q4 		$1.44M Sell
6,029
-377
-6% -$94.9K 0.72% 41
2024
Q3 		$1.63M Sell
6,406
-318
-5% -$73.9K 0.79% 35
2024
Q2 		$1.4M Hold
6,724
– – 0.75% 39
2024
Q1 		$1.39M Sell
6,724
-949
-12% -$176K 0.68% 45
2023
Q4 		$1.22M Sell
7,673
-175
-2% -$27.4K 0.64% 48
2023
Q3 		$1.09M Sell
7,848
-45
-0.6% -$5.92K 0.67% 48
2023
Q2 		$1.04M Sell
7,893
-140
-2% -$18.8K 0.6% 52
2023
Q1 		$1.15M Hold
8,033
– – 0.72% 46
2022
Q4 		$1.04M Hold
8,033
– – 0.69% 52
2022
Q3 		$934K Sell
8,033
-510
-6% -$61.4K 0.65% 56
2022
Q2 		$993K Sell
8,543
-90
-1% -$10.2K 0.66% 55
2022
Q1 		$984K Sell
8,633
-300
-3% -$32.4K 0.53% 67
2021
Q4 		$917K Hold
8,933
– – 0.45% 74
2021
Q3 		$807K Sell
8,933
-200
-2% -$19.1K 0.42% 81
2021
Q2 		$897K Hold
9,133
– – 0.45% 79
2021
Q1 		$873K Hold
9,133
– – 0.46% 77
2020
Q4 		$903K Hold
9,133
– – 0.53% 68
2020
Q3 		$865K Hold
9,133
– – 0.62% 59
2020
Q2 		$732K Sell
9,133
-43
-0.5% -$3.36K 0.57% 68
2020
Q1 		$678K Sell
9,176
-120
-1% -$9.25K 0.68% 48
2019
Q4 		$673K Sell
9,296
-341
-4% -$24.6K 0.46% 77
2019
Q3 		$744K Sell
9,637
-850
-8% -$66.9K 0.56% 66
2019
Q2 		$838K Sell
10,487
-50
-0.5% -$3.87K 0.65% 54
2019
Q1 		$760K Sell
10,537
-400
-4% -$27.4K 0.62% 56
2018
Q4 		$660K Hold
10,937
– – 0.61% 53
2018
Q3 		$777K Sell
10,937
-260
-2% -$16.7K 0.54% 65
2018
Q2 		$662K Sell
11,197
-20
-0.2% -$1.22K 0.47% 83
2018
Q1 		$683K Sell
11,217
-325
-3% -$18.6K 0.5% 75
2017
Q4 		$650K Sell
11,542
-55
-0.5% -$2.85K 0.47% 77
2017
Q3 		$562K Sell
11,597
-35
-0.3% -$1.64K 0.39% 98
2017
Q2 		$513K Sell
11,632
-333
-3% -$13.8K 0.37% 99
2017
Q1 		$469K Hold
11,965
– – 0.35% 106
2016
Q4 		$425K Sell
11,965
-25
-0.2% -$827 0.31% 114
2016
Q3 		$378K Hold
11,990
– – 0.29% 123
2016
Q2 		$402K Sell
11,990
-125
-1% -$4.13K 0.3% 118
2016
Q1 		$426K Sell
12,115
-50
-0.4% -$1.6K 0.28% 119
2015
Q4 		$387K Sell
12,165
-50
-0.4% -$1.59K 0.16% 124
2015
Q3 		$374K Sell
12,215
-115
-0.9% -$3.47K 0.14% 131
2015
Q2 		$343K Sell
12,330
-100
-0.8% -$2.73K 0.08% 134
2015
Q1 		$338K Hold
12,430
– – 0.06% 140
2014
Q4 		$335K Hold
12,430
– – 0.06% 144
2014
Q3 		$314K Hold
12,430
– – 0.06% 145
2014
Q2 		$315K Buy
12,430
+85
+0.7% +$2.11K 0.05% 151
2014
Q1 		$299K Buy
12,345
+50
+0.4% +$1.22K 0.04% 144
2013
Q4 		$335K Hold
12,295
– – 0.05% 144
2013
Q3 		$335K Hold
12,295
– – 0.05% 140
2013
Q2 		$313K Buy
+12,295
New +$311K 0.06% 141

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 $147M AUM 25.76% 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

Ironwood Investment Management's PGR Position: Q1 2026 in Review

Ironwood Investment Management reduced its Progressive (PGR) stake by 1% in Q1 2026, selling an estimated $12.2K and leaving 5,699 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #63.

Ironwood Investment Management first reported a position in PGR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.69M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Ironwood Investment Management held 5,699 shares of Progressive worth $1.13M as of Q1 2026.
  • Ironwood Investment Management sold 59 Progressive shares in Q1 2026, an estimated $12.2K.
  • Progressive made up 0.47% of Ironwood Investment Management's portfolio in Q1 2026, its #63 holding.
  • Ironwood Investment Management first reported a position in Progressive in Q2 2013 and has held it in 52 quarters since.
  • Ironwood Investment Management's Progressive position peaked at $1.69M in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.