LBWM
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Left Brain Wealth Management’s Progressive PGR Stock Holding History

Left Brain 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 		$3.1M Buy
15,635
+3,006
+24% +$620K 1.22% 32
2025
Q4 		$2.88M Buy
12,629
+262
+2% +$59.2K 0.99% 35
2025
Q3 		$3.05M Buy
12,367
+168
+1% +$41.4K 0.96% 34
2025
Q2 		$3.26M Buy
12,199
+372
+3% +$102K 1.15% 29
2025
Q1 		$3.35M Sell
11,827
-257
-2% -$67.2K 1.46% 28
2024
Q4 		$2.9M Sell
12,084
-262
-2% -$66K 1.09% 33
2024
Q3 		$3.13M Buy
12,346
+425
+4% +$98.8K 1.46% 27
2024
Q2 		$2.48M Buy
11,921
+492
+4% +$103K 1.16% 31
2024
Q1 		$2.36M Sell
11,429
-363
-3% -$67.4K 1.14% 32
2023
Q4 		$1.88M Sell
11,792
-73
-0.6% -$11.4K 1.09% 37
2023
Q3 		$1.65M Sell
11,865
-1,056
-8% -$139K 1.03% 35
2023
Q2 		$1.71M Sell
12,921
-21,804
-63% -$2.92M 1.04% 34
2023
Q1 		$4.74M Sell
34,725
-91
-0.3% -$12.5K 3.22% 9
2022
Q4 		$4.52M Buy
+34,816
New +$4.41M 3.38% 9

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

Left Brain Wealth Management's PGR Position: Q1 2026 in Review

Left Brain Wealth Management increased its Progressive (PGR) stake by 24% in Q1 2026, buying an estimated $620K and bringing the position to 15,635 shares worth $3.1M. The position accounts for 1.22% of the portfolio, ranked #32.

Left Brain Wealth Management first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.74M in Q1 2023. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Left Brain Wealth Management held 15,635 shares of Progressive worth $3.1M as of Q1 2026.
  • Left Brain Wealth Management bought 3,006 Progressive shares in Q1 2026, an estimated $620K.
  • Progressive made up 1.22% of Left Brain Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Left Brain Wealth Management first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
  • Left Brain Wealth Management's Progressive position peaked at $4.74M in Q1 2023.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.