J. Safra Asset Management’s Progressive PGR Stock Holding History

J. Safra Asset 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	$62.4K	Sell	315 -237	-43%	-$48.9K	﹤0.01%	252
2025 Q4	$126K	Sell	552 -3,374	-86%	-$762K	0.01%	235
2025 Q3	$970K	Buy	3,926 +1,269	+48%	+$313K	0.06%	70
2025 Q2	$709K	Buy	2,657 +2,350	+765%	+$644K	0.05%	78
2025 Q1	$86.9K	Sell	307 -137	-31%	-$35.8K	0.01%	169
2024 Q4	$106K	Buy	444 +137	+45%	+$34.5K	0.01%	162
2024 Q3	$77.1K	Hold	307	–	–	0.01%	132
2024 Q2	$63.8K	Buy	+307	New	+$64.3K	0.01%	124
2022 Q2	–	Sell	-124	Closed	-$1K	–	114
2022 Q1	$1K	Buy	+124	New	+$13.4K	0.02%	40

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

J. Safra Asset Management's PGR Position: Q1 2026 in Review

J. Safra Asset Management reduced its Progressive (PGR) stake by 43% in Q1 2026, selling an estimated $48.9K and leaving 315 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

J. Safra Asset Management first reported a position in PGR in Q1 2022 and has held it in 9 quarters since. The position peaked at $970K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

J. Safra Asset Management held 315 shares of Progressive worth $62.4K as of Q1 2026.
J. Safra Asset Management sold 237 Progressive shares in Q1 2026, an estimated $48.9K.
Progressive made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #252 holding.
J. Safra Asset Management first reported a position in Progressive in Q1 2022 and has held it in 9 quarters since.
J. Safra Asset Management's Progressive position peaked at $970K in Q3 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.