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PGR icon

NewEdge Wealth’s Progressive PGR Stock Holding History

NewEdge 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 		$8.64M Sell
43,578
-7,026
-14% -$1.45M 0.1% 143
2025
Q4 		$11.5M Buy
50,604
+5,722
+13% +$1.29M 0.13% 128
2025
Q3 		$9.38M Sell
44,882
-577
-1% -$142K 0.13% 127
2025
Q2 		$11.2M Sell
45,459
-486
-1% -$133K 0.17% 109
2025
Q1 		$13M Buy
45,945
+63
+0.1% +$16.5K 0.24% 93
2024
Q4 		$11M Buy
45,882
+359
+0.8% +$90.4K 0.19% 109
2024
Q3 		$11.6M Buy
45,523
+23,551
+107% +$5.48M 0.21% 105
2024
Q2 		$4.56M Sell
21,972
-275
-1% -$57.6K 0.1% 173
2024
Q1 		$4.65M Buy
22,247
+7,116
+47% +$1.32M 0.1% 174
2023
Q4 		$2.41M Buy
15,131
+937
+7% +$147K 0.06% 267
2023
Q3 		$1.98M Buy
14,194
+99
+0.7% +$13K 0.06% 259
2023
Q2 		$1.87M Sell
14,095
-7,753
-35% -$1.04M 0.06% 263
2023
Q1 		$3.13M Buy
21,848
+1,220
+6% +$168K 0.12% 161
2022
Q4 		$2.68M Buy
20,628
+564
+3% +$71.5K 0.12% 167
2022
Q3 		$2.33M Sell
20,064
-1,938
-9% -$233K 0.11% 168
2022
Q2 		$2.56M Buy
+22,002
New +$2.49M 0.12% 162

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

NewEdge Wealth's PGR Position: Q1 2026 in Review

NewEdge Wealth reduced its Progressive (PGR) stake by 14% in Q1 2026, selling an estimated $1.45M and leaving 43,578 shares worth $8.64M. The position accounts for 0.1% of the portfolio, ranked #143.

NewEdge Wealth first reported a position in PGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $13M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • NewEdge Wealth held 43,578 shares of Progressive worth $8.64M as of Q1 2026.
  • NewEdge Wealth sold 7,026 Progressive shares in Q1 2026, an estimated $1.45M.
  • Progressive made up 0.1% of NewEdge Wealth's portfolio in Q1 2026, its #143 holding.
  • NewEdge Wealth first reported a position in Progressive in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Progressive position peaked at $13M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.