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Kingsview Wealth Management’s Progressive PGR Stock Holding History

Kingsview 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 		$372K Sell
1,874
-157
-8% -$32.4K 0.01% 993
2025
Q4 		$463K Sell
2,031
-101
-5% -$22.8K 0.01% 867
2025
Q3 		$526K Sell
2,132
-58
-3% -$14.3K 0.01% 786
2025
Q2 		$584K Sell
2,190
-7
-0.3% -$1.92K 0.01% 719
2025
Q1 		$622K Buy
2,197
+52
+2% +$13.6K 0.01% 660
2024
Q4 		$514K Buy
2,145
+144
+7% +$36.3K 0.01% 726
2024
Q3 		$508K Buy
2,001
+335
+20% +$77.9K 0.01% 717
2024
Q2 		$346K Buy
1,666
+291
+21% +$60.9K 0.01% 796
2024
Q1 		$284K Sell
1,375
-112
-8% -$20.8K 0.01% 837
2023
Q4 		$237K Sell
1,487
-73
-5% -$11.4K 0.01% 840
2023
Q3 		$217K Buy
+1,560
New +$205K 0.01% 854
2023
Q2 		– Sell
-1,599
Closed -$229K – 962
2023
Q1 		$229K Sell
1,599
-8
-0.5% -$1.1K 0.01% 798
2022
Q4 		$208K Sell
1,607
-4,395
-73% -$557K 0.01% 779
2022
Q3 		$697K Buy
+6,002
New +$723K 0.03% 421
2022
Q2 		– Sell
-10,926
Closed -$1.25M – 897
2022
Q1 		$1.25M Buy
+10,926
New +$1.18M 0.05% 326
2021
Q2 		– Sell
-4,088
Closed -$391K – 988
2021
Q1 		$391K Buy
+4,088
New +$371K 0.02% 574
2019
Q4 		– Sell
-3,484
Closed -$269K – 518
2019
Q3 		$269K Buy
+3,484
New +$274K 0.04% 356

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

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

Kingsview Wealth Management reduced its Progressive (PGR) stake by 7.7% in Q1 2026, selling an estimated $32.4K and leaving 1,874 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #993.

Kingsview Wealth Management first reported a position in PGR in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.25M in Q1 2022. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Kingsview Wealth Management held 1,874 shares of Progressive worth $372K as of Q1 2026.
  • Kingsview Wealth Management sold 157 Progressive shares in Q1 2026, an estimated $32.4K.
  • Progressive made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #993 holding.
  • Kingsview Wealth Management first reported a position in Progressive in Q3 2019 and has held it in 17 quarters since.
  • Kingsview Wealth Management's Progressive position peaked at $1.25M in Q1 2022.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.