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Legacy Financial Advisors’s Progressive PGR Stock Holding History

Legacy Financial Advisors’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 		$561K Sell
2,829
-245
-8% -$50.6K 0.08% 213
2025
Q4 		$700K Sell
3,074
-222
-7% -$50.1K 0.1% 176
2025
Q3 		$814K Sell
3,296
-1,917
-37% -$473K 0.11% 167
2025
Q2 		$1.39M Buy
5,213
+144
+3% +$39.5K 0.22% 77
2025
Q1 		$1.43M Sell
5,069
-170
-3% -$44.5K 0.24% 72
2024
Q4 		$1.26M Buy
5,239
+496
+10% +$125K 0.21% 78
2024
Q3 		$1.2M Buy
4,743
+176
+4% +$40.9K 0.2% 82
2024
Q2 		$949K Sell
4,567
-9
-0.2% -$1.88K 0.17% 96
2024
Q1 		$946K Sell
4,576
-531
-10% -$98.5K 0.17% 99
2023
Q4 		$813K Sell
5,107
-216
-4% -$33.8K 0.16% 104
2023
Q3 		$741K Buy
5,323
+445
+9% +$58.5K 0.15% 92
2023
Q2 		$646K Sell
4,878
-360
-7% -$48.3K 0.12% 98
2023
Q1 		$749K Sell
5,238
-227
-4% -$31.3K 0.15% 79
2022
Q4 		$709K Buy
5,465
+122
+2% +$15.5K 0.15% 76
2022
Q3 		$621K Buy
5,343
+171
+3% +$20.6K 0.15% 77
2022
Q2 		$601K Sell
5,172
-434
-8% -$49.2K 0.15% 74
2022
Q1 		$639K Sell
5,606
-207
-4% -$22.4K 0.14% 76
2021
Q4 		$597K Buy
5,813
+142
+3% +$13.6K 0.14% 75
2021
Q3 		$513K Buy
5,671
+30
+0.5% +$2.86K 0.13% 73
2021
Q2 		$554K Buy
+5,641
New +$558K 0.14% 67
2019
Q2 		– Sell
-1,733
Closed -$125K – 684
2019
Q1 		$125K Buy
1,733
+192
+12% +$13.2K 0.04% 141
2018
Q4 		$93K Buy
1,541
+251
+19% +$16.7K 0.04% 148
2018
Q3 		$91K Sell
1,290
-488
-27% -$31.4K 0.03% 180
2018
Q2 		$104K Buy
1,778
+748
+73% +$45.8K 0.04% 167
2018
Q1 		$62K Buy
+1,030
New +$58.8K 0.02% 216

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 $147M AUM 25.76% 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

Legacy Financial Advisors's PGR Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Progressive (PGR) stake by 8% in Q1 2026, selling an estimated $50.6K and leaving 2,829 shares worth $561K. The position accounts for 0.08% of the portfolio, ranked #213.

Legacy Financial Advisors first reported a position in PGR in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.43M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Legacy Financial Advisors held 2,829 shares of Progressive worth $561K as of Q1 2026.
  • Legacy Financial Advisors sold 245 Progressive shares in Q1 2026, an estimated $50.6K.
  • Progressive made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #213 holding.
  • Legacy Financial Advisors first reported a position in Progressive in Q1 2018 and has held it in 25 quarters since.
  • Legacy Financial Advisors's Progressive position peaked at $1.43M in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.