Northern Financial Advisors’s Progressive PGR Stock Holding History

Northern Financial Advisors’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	$937K	Buy	4,726 +1,854	+65%	+$383K	0.68%	45
2025 Q4	$654K	Sell	2,872 -1,907	-40%	-$431K	0.75%	40
2025 Q3	$1.18M	Buy	4,779 +15	+0.3%	+$3.7K	0.62%	47
2025 Q2	$1.27M	Hold	4,764	–	–	0.95%	33
2025 Q1	$1.35M	Sell	4,764 -52	-1%	-$13.6K	1.11%	31
2024 Q4	$1.15M	Sell	4,816 -5	-0.1%	-$1.26K	0.92%	39
2024 Q3	$1.22M	Hold	4,821	–	–	0.93%	41
2024 Q2	$1M	Buy	4,821 +20	+0.4%	+$4.19K	0.8%	43
2024 Q1	$993K	Hold	4,801	–	–	0.78%	41
2023 Q4	$765K	Sell	4,801 -1	-0%	-$157	0.64%	54
2023 Q3	$669K	Sell	4,802 -6	-0.1%	-$789	0.61%	52
2023 Q2	$636K	Sell	4,808 -122	-2%	-$16.4K	0.56%	57
2023 Q1	$705K	Sell	4,930 -283	-5%	-$39K	0.66%	50
2022 Q4	$676K	Buy	+5,213	New	+$661K	0.76%	45

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

Northern Financial Advisors's PGR Position: Q1 2026 in Review

Northern Financial Advisors increased its Progressive (PGR) stake by 65% in Q1 2026, buying an estimated $383K and bringing the position to 4,726 shares worth $937K. The position accounts for 0.68% of the portfolio, ranked #45.

Northern Financial Advisors first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Northern Financial Advisors held 4,726 shares of Progressive worth $937K as of Q1 2026.
Northern Financial Advisors bought 1,854 Progressive shares in Q1 2026, an estimated $383K.
Progressive made up 0.68% of Northern Financial Advisors's portfolio in Q1 2026, its #45 holding.
Northern Financial Advisors first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Progressive position peaked at $1.35M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.