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Leo Wealth LLC’s Progressive PGR Stock Holding History

Leo Wealth LLC’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 		$2.68M Buy
13,542
+10,366
+326% +$2.14M 0.19% 99
2025
Q4 		$723K Sell
3,176
-566
-15% -$128K 0.05% 215
2025
Q3 		$924K Sell
3,742
-144
-4% -$35.5K 0.12% 134
2025
Q2 		$1.04M Buy
3,886
+358
+10% +$98.1K 0.08% 171
2025
Q1 		$999K Buy
3,528
+688
+24% +$180K 0.14% 123
2024
Q4 		$681K Buy
2,840
+1,769
+165% +$445K 0.06% 194
2024
Q3 		$272K Sell
1,071
-166
-13% -$38.6K 0.02% 292
2024
Q2 		$257K Sell
1,237
-102
-8% -$21.4K 0.03% 294
2024
Q1 		$277K Buy
+1,339
New +$248K 0.03% 276

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Leo Wealth LLC's PGR Position: Q1 2026 in Review

Leo Wealth LLC increased its Progressive (PGR) stake by 326% in Q1 2026, buying an estimated $2.14M and bringing the position to 13,542 shares worth $2.68M. The position accounts for 0.19% of the portfolio, ranked #99.

Leo Wealth LLC first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Leo Wealth LLC held 13,542 shares of Progressive worth $2.68M as of Q1 2026.
  • Leo Wealth LLC bought 10,366 Progressive shares in Q1 2026, an estimated $2.14M.
  • Progressive made up 0.19% of Leo Wealth LLC's portfolio in Q1 2026, its #99 holding.
  • Leo Wealth LLC first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.