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Marietta Investment Partners’s Progressive PGR Stock Holding History

Marietta Investment 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 		– Sell
-1,275
Closed -$290K – 168
2025
Q4 		$290K Sell
1,275
-8,406
-87% -$1.9M 0.06% 147
2025
Q3 		$2.39M Buy
+9,681
New +$2.39M 0.46% 57
2023
Q2 		– Sell
-9,625
Closed -$1.38M – 170
2023
Q1 		$1.38M Sell
9,625
-90
-0.9% -$12.4K 0.38% 53
2022
Q4 		$1.26M Sell
9,715
-1,855
-16% -$235K 0.36% 58
2022
Q3 		$1.47M Buy
11,570
+510
+5% +$61.4K 0.44% 49
2022
Q2 		$1.29M Sell
11,060
-170
-2% -$19.3K 0.38% 57
2022
Q1 		$1.28M Buy
11,230
+1,090
+11% +$118K 0.29% 71
2021
Q4 		$1.04M Hold
10,140
– – 0.22% 90
2021
Q3 		$917K Sell
10,140
-670
-6% -$63.9K 0.21% 92
2021
Q2 		$1.06M Buy
10,810
+50
+0.5% +$4.95K 0.24% 88
2021
Q1 		$1.03M Sell
10,760
-28,461
-73% -$2.59M 0.25% 81
2020
Q4 		$3.88M Buy
39,221
+2,930
+8% +$277K 0.99% 35
2020
Q3 		$3.44M Sell
36,291
-118
-0.3% -$10.6K 1.04% 30
2020
Q2 		$2.92M Hold
36,409
– – 0.97% 32
2020
Q1 		$2.69M Buy
36,409
+108
+0.3% +$8.32K 1.15% 27
2019
Q4 		$2.63M Sell
36,301
-81,653
-69% -$5.89M 0.86% 31
2019
Q3 		$9.11M Buy
117,954
+2,470
+2% +$194K 3.13% 7
2019
Q2 		$9.23M Sell
115,484
-1,877
-2% -$145K 3.04% 6
2019
Q1 		$8.46M Sell
117,361
-737
-0.6% -$50.5K 2.66% 8
2018
Q4 		$7.13M Buy
118,098
+5,107
+5% +$340K 2.72% 7
2018
Q3 		$8.03M Buy
112,991
+3,300
+3% +$212K 2.38% 10
2018
Q2 		$6.49M Buy
109,691
+1,206
+1% +$73.8K 2.01% 16
2018
Q1 		$6.61M Buy
108,485
+90,286
+496% +$5.16M 1.98% 17
2017
Q4 		$1.02M Buy
+18,199
New +$942K 0.29% 74

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $1.37T AUM 24.88% 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

Marietta Investment Partners's PGR Position: Q1 2026 in Review

Marietta Investment Partners sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,275 shares — an estimated $290K sold.

Marietta Investment Partners first reported a position in PGR in Q4 2017 and held it in 24 quarters. The position peaked at $9.23M in Q2 2019. 1,770 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Marietta Investment Partners reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Marietta Investment Partners sold 1,275 Progressive shares in Q1 2026, an estimated $290K.
  • Marietta Investment Partners first reported a position in Progressive in Q4 2017 and held it in 24 quarters.
  • Marietta Investment Partners's Progressive position peaked at $9.23M in Q2 2019.
  • 1,770 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.