L.J. Altfest & Co’s Progressive PGR Stock Holding History

L.J. Altfest & Co’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	$237K	Buy	1,195 +3	+0.3%	+$619	0.03%	300
2025 Q4	$271K	Sell	1,192 -2	-0.2%	-$452	0.03%	292
2025 Q3	$295K	Buy	1,194 +34	+3%	+$8.38K	0.03%	290
2025 Q2	$310K	Sell	1,160 -134	-10%	-$36.7K	0.04%	282
2025 Q1	$366K	Buy	1,294 +9	+0.7%	+$2.35K	0.05%	247
2024 Q4	$308K	Sell	1,285 -28	-2%	-$7.05K	0.04%	266
2024 Q3	$333K	Sell	1,313 -1,315	-50%	-$306K	0.04%	265
2024 Q2	$546K	Sell	2,628 -435	-14%	-$91K	0.07%	179
2024 Q1	$633K	Buy	3,063 +97	+3%	+$18K	0.09%	162
2023 Q4	$472K	Sell	2,966 -963	-25%	-$151K	0.07%	193
2023 Q3	$547K	Buy	+3,929	New	+$517K	0.09%	166
2022 Q3	–	Sell	-2,135	Closed	-$248K	–	275
2022 Q2	$248K	Buy	+2,135	New	+$242K	0.04%	223

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

L.J. Altfest & Co's PGR Position: Q1 2026 in Review

L.J. Altfest & Co increased its Progressive (PGR) stake by 0.25% in Q1 2026, buying an estimated $619 and bringing the position to 1,195 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #300.

L.J. Altfest & Co first reported a position in PGR in Q2 2022 and has held it in 12 quarters since. The position peaked at $633K in Q1 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

L.J. Altfest & Co held 1,195 shares of Progressive worth $237K as of Q1 2026.
L.J. Altfest & Co bought 3 Progressive shares in Q1 2026, an estimated $619.
Progressive made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #300 holding.
L.J. Altfest & Co first reported a position in Progressive in Q2 2022 and has held it in 12 quarters since.
L.J. Altfest & Co's Progressive position peaked at $633K in Q1 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.