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JPL Wealth Management’s Progressive PGR Stock Holding History

JPL Wealth 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 		$69.4K Buy
+350
New +$72.2K 0.02% 196
2025
Q4 		– Sell
-313
Closed -$77.3K – 839
2025
Q3 		$77.3K Buy
+313
New +$77.2K 0.02% 197

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

JPL Wealth Management's PGR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Progressive (PGR) in Q1 2026: 350 shares worth $69.4K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PGR as recently as Q3 2025.

JPL Wealth Management first reported a position in PGR in Q3 2025 and has held it in 2 quarters since. The position peaked at $77.3K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • JPL Wealth Management held 350 shares of Progressive worth $69.4K as of Q1 2026.
  • Progressive was a new JPL Wealth Management position in Q1 2026.
  • Progressive made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #196 holding.
  • JPL Wealth Management first reported a position in Progressive in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Progressive position peaked at $77.3K in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.