Naviter Wealth’s Progressive PGR Stock Holding History

Naviter Wealth’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	$690K	Sell	3,479 -631	-15%	-$130K	0.09%	182
2025 Q4	$936K	Sell	4,110 -2,056	-33%	-$464K	0.12%	163
2025 Q3	$1.52M	Buy	6,166 +356	+6%	+$87.8K	0.18%	136
2025 Q2	$1.55M	Buy	5,810 +422	+8%	+$116K	0.19%	134
2025 Q1	$1.5M	Buy	5,388 +149	+3%	+$39K	0.18%	141
2024 Q4	$1.26M	Buy	+5,239	New	+$1.32M	0.15%	155

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

Naviter Wealth's PGR Position: Q1 2026 in Review

Naviter Wealth reduced its Progressive (PGR) stake by 15% in Q1 2026, selling an estimated $130K and leaving 3,479 shares worth $690K. The position accounts for 0.09% of the portfolio, ranked #182.

Naviter Wealth first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Naviter Wealth held 3,479 shares of Progressive worth $690K as of Q1 2026.
Naviter Wealth sold 631 Progressive shares in Q1 2026, an estimated $130K.
Progressive made up 0.09% of Naviter Wealth's portfolio in Q1 2026, its #182 holding.
Naviter Wealth first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
Naviter Wealth's Progressive position peaked at $1.55M in Q2 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.