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Madison Wealth Partners’s Progressive PGR Stock Holding History

Madison Wealth Partners’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 		$240K Sell
1,209
-103
-8% -$21.3K 0.04% 188
2025
Q4 		$299K Buy
+1,312
New +$296K 0.05% 148
2025
Q3 		– Sell
-798
Closed -$213K – 189
2025
Q2 		$213K Hold
798
– – 0.05% 159
2025
Q1 		$226K Buy
+798
New +$209K 0.06% 141

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

Madison Wealth Partners's PGR Position: Q1 2026 in Review

Madison Wealth Partners reduced its Progressive (PGR) stake by 7.9% in Q1 2026, selling an estimated $21.3K and leaving 1,209 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #188.

Madison Wealth Partners first reported a position in PGR in Q1 2025 and has held it in 4 quarters since. The position peaked at $299K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Madison Wealth Partners held 1,209 shares of Progressive worth $240K as of Q1 2026.
  • Madison Wealth Partners sold 103 Progressive shares in Q1 2026, an estimated $21.3K.
  • Progressive made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #188 holding.
  • Madison Wealth Partners first reported a position in Progressive in Q1 2025 and has held it in 4 quarters since.
  • Madison Wealth Partners's Progressive position peaked at $299K in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.