Lido Advisors
PGR icon

Lido Advisors’s Progressive PGR Stock Holding History

Lido 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
2024
Q4 		– Sell
-200
Closed -$50.8K – 1575
2024
Q3 		$50.8K Hold
200
– – ﹤0.01% 1430
2024
Q2 		$41.5K Hold
200
– – ﹤0.01% 1381
2024
Q1 		$41.4K Hold
200
– – ﹤0.01% 1353
2023
Q4 		$31.9K Hold
200
– – ﹤0.01% 1325
2023
Q3 		$27.9K Buy
+200
New +$26.3K ﹤0.01% 1188

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

Lido Advisors's PGR Position: Q1 2026 in Review

Lido Advisors increased its Progressive (PGR) stake by 33% in Q1 2026, buying an estimated $1.72M and bringing the position to 33,239 shares worth $6.59M. The position accounts for 0.02% of the portfolio, ranked #402.

Lido Advisors first reported a position in PGR in Q2 2018 and has held it in 18 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Lido Advisors held 33,239 shares of Progressive worth $6.59M as of Q1 2026.
  • Lido Advisors bought 8,325 Progressive shares in Q1 2026, an estimated $1.72M.
  • Progressive made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #402 holding.
  • Lido Advisors first reported a position in Progressive in Q2 2018 and has held it in 18 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.