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Klingman & Associates’s Progressive PGR Stock Holding History

Klingman & Associates’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 		$582K Buy
2,937
+10
+0.3% +$2.06K 0.03% 179
2025
Q4 		$667K Buy
2,927
+48
+2% +$10.8K 0.03% 163
2025
Q3 		$711K Sell
2,879
-279
-9% -$68.8K 0.04% 153
2025
Q2 		$843K Buy
3,158
+996
+46% +$273K 0.05% 125
2025
Q1 		$612K Buy
2,162
+804
+59% +$210K 0.04% 137
2024
Q4 		$325K Sell
1,358
-62
-4% -$15.6K 0.02% 196
2024
Q3 		$360K Buy
+1,420
New +$330K 0.02% 196

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

Klingman & Associates's PGR Position: Q1 2026 in Review

Klingman & Associates increased its Progressive (PGR) stake by 0.34% in Q1 2026, buying an estimated $2.06K and bringing the position to 2,937 shares worth $582K. The position accounts for 0.03% of the portfolio, ranked #179.

Klingman & Associates first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $843K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Klingman & Associates held 2,937 shares of Progressive worth $582K as of Q1 2026.
  • Klingman & Associates bought 10 Progressive shares in Q1 2026, an estimated $2.06K.
  • Progressive made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #179 holding.
  • Klingman & Associates first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Klingman & Associates's Progressive position peaked at $843K in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.