Mission Wealth Management’s Progressive PGR Stock Holding History

Mission Wealth 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	–	Sell	-800	Closed	-$182K	–	763
2025 Q4	$182K	Hold	800	–	–	﹤0.01%	707
2025 Q3	$198K	Buy	+800	New	+$197K	﹤0.01%	679
2025 Q1	–	Hold	0	–	-$216K	–	701
2024 Q4	–	Hold	0	–	–	–	613
2024 Q3	–	Hold	0	–	–	–	604
2024 Q2	–	Hold	0	–	–	–	209
2024 Q1	–	Hold	0	–	–	–	224
2023 Q4	–	Hold	0	–	–	–	384
2023 Q3	–	Hold	0	–	–	–	289

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 $137B AUM 18.02% 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 $298B AUM 21.96% 1-Year Est. Return

Mission Wealth Management's PGR Position: Q1 2026 in Review

Mission Wealth Management increased its Progressive (PGR) stake by 5.8% in Q1 2026, buying an estimated $71.2K and bringing the position to 6,243 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #290.

Mission Wealth Management first reported a position in PGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.48M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Mission Wealth Management held 6,243 shares of Progressive worth $1.24M as of Q1 2026.
Mission Wealth Management bought 345 Progressive shares in Q1 2026, an estimated $71.2K.
Progressive made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #290 holding.
Mission Wealth Management first reported a position in Progressive in Q3 2023 and has held it in 11 quarters since.
Mission Wealth Management's Progressive position peaked at $3.48M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.