Liberty One Investment Management’s Progressive PGR Stock Holding History

Liberty One Investment 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	$274K	Buy	1,381 +1,297	+1,544%	+$268K	0.03%	146
2025 Q4	$19.1K	Sell	84 -1,207	-93%	-$273K	﹤0.01%	141
2025 Q3	$319K	Buy	1,291 +47	+4%	+$11.6K	0.02%	140
2025 Q2	$332K	Sell	1,244 -150	-11%	-$41.1K	0.03%	127
2025 Q1	$394K	Buy	1,394 +91	+7%	+$23.8K	0.04%	123
2024 Q4	$312K	Buy	1,303 +135	+12%	+$34K	0.03%	125
2024 Q3	$296K	Sell	1,168 -27	-2%	-$6.28K	0.03%	121
2024 Q2	$248K	Buy	1,195 +504	+73%	+$105K	0.03%	125
2024 Q1	$143K	Buy	+691	New	+$128K	0.02%	144

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 $147M AUM 25.76% 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 $315B AUM 27.84% 1-Year Est. Return

Liberty One Investment Management's PGR Position: Q1 2026 in Review

Liberty One Investment Management increased its Progressive (PGR) stake by 1,544% in Q1 2026, buying an estimated $268K and bringing the position to 1,381 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #146.

Liberty One Investment Management first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $394K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Liberty One Investment Management held 1,381 shares of Progressive worth $274K as of Q1 2026.
Liberty One Investment Management bought 1,297 Progressive shares in Q1 2026, an estimated $268K.
Progressive made up 0.03% of Liberty One Investment Management's portfolio in Q1 2026, its #146 holding.
Liberty One Investment Management first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Liberty One Investment Management's Progressive position peaked at $394K in Q1 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.