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Kestra Investment Management’s Progressive PGR Stock Holding History

Kestra 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 		– Sell
-4,462
Closed -$1.02M – 497
2025
Q4 		$1.02M Sell
4,462
-2,947
-40% -$666K 0.02% 202
2025
Q3 		$1.83M Sell
7,409
-4,680
-39% -$1.15M 0.05% 133
2025
Q2 		$3.35M Buy
12,089
+4,715
+64% +$1.29M 0.05% 124
2025
Q1 		$2.09M Buy
7,374
+3,409
+86% +$892K 0.07% 93
2024
Q4 		$950K Buy
3,965
+47
+1% +$11.8K 0.04% 138
2024
Q3 		$994K Buy
3,918
+412
+12% +$95.8K 0.04% 124
2024
Q2 		$728K Buy
+3,506
New +$734K 0.05% 73

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Kestra Investment Management sold out of Progressive (PGR) in Q1 2026, closing a stake of 4,462 shares — an estimated $1.02M sold.

Kestra Investment Management first reported a position in PGR in Q2 2024 and held it in 7 quarters. The position peaked at $3.35M in Q2 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Kestra Investment Management reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 4,462 Progressive shares in Q1 2026, an estimated $1.02M.
  • Kestra Investment Management first reported a position in Progressive in Q2 2024 and held it in 7 quarters.
  • Kestra Investment Management's Progressive position peaked at $3.35M in Q2 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.