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Legacy Trust’s Progressive PGR Stock Holding History

Legacy Trust’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 		– Sell
-893
Closed -$203K – 207
2025
Q4 		$203K Buy
+893
New +$202K 0.04% 188
2025
Q2 		– Sell
-733
Closed -$207K – 153
2025
Q1 		$207K Buy
+733
New +$192K 0.05% 154
2024
Q4 		– Sell
-808
Closed -$205K – 163
2024
Q3 		$205K Buy
+808
New +$188K 0.05% 157

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

Legacy Trust's PGR Position: Q1 2026 in Review

Legacy Trust sold out of Progressive (PGR) in Q1 2026, closing a stake of 893 shares — an estimated $203K sold.

Legacy Trust first reported a position in PGR in Q3 2024 and held it in 3 quarters. The position peaked at $207K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Legacy Trust reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Legacy Trust sold 893 Progressive shares in Q1 2026, an estimated $203K.
  • Legacy Trust first reported a position in Progressive in Q3 2024 and held it in 3 quarters.
  • Legacy Trust's Progressive position peaked at $207K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.