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Nvest Financial’s Progressive PGR Stock Holding History

Nvest Financial’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 		$2.04M Buy
10,288
+1,441
+16% +$297K 0.76% 39
2025
Q4 		$2.01M Buy
8,847
+2,095
+31% +$473K 0.84% 33
2025
Q3 		$1.67M Sell
6,752
-1,790
-21% -$441K 0.96% 29
2025
Q2 		$2.28M Buy
8,542
+127
+2% +$34.8K 1.19% 28
2025
Q1 		$2.38M Sell
8,415
-422
-5% -$110K 1.28% 29
2024
Q4 		$2.12M Sell
8,837
-265
-3% -$66.7K 1.08% 28
2024
Q3 		$2.31M Sell
9,102
-108
-1% -$25.1K 1.32% 24
2024
Q2 		$1.91M Sell
9,210
-702
-7% -$147K 1.18% 30
2024
Q1 		$2.05M Sell
9,912
-502
-5% -$93.1K 1.37% 25
2023
Q4 		$1.66M Sell
10,414
-636
-6% -$99.6K 1.3% 26
2023
Q3 		$1.54M Buy
11,050
+120
+1% +$15.8K 1.44% 22
2023
Q2 		$1.45M Sell
10,930
-142
-1% -$19K 1.27% 25
2023
Q1 		$1.58M Buy
11,072
+428
+4% +$59K 1.65% 19
2022
Q4 		$1.38M Buy
10,644
+290
+3% +$36.7K 1.73% 19
2022
Q3 		$1.2M Buy
10,354
+483
+5% +$58.2K 1.7% 21
2022
Q2 		$1.15M Buy
9,871
+377
+4% +$42.7K 1.2% 31
2022
Q1 		$1.08M Buy
+9,494
New +$1.03M 0.89% 35

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

Nvest Financial's PGR Position: Q1 2026 in Review

Nvest Financial increased its Progressive (PGR) stake by 16% in Q1 2026, buying an estimated $297K and bringing the position to 10,288 shares worth $2.04M. The position accounts for 0.76% of the portfolio, ranked #39.

Nvest Financial first reported a position in PGR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.38M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Nvest Financial held 10,288 shares of Progressive worth $2.04M as of Q1 2026.
  • Nvest Financial bought 1,441 Progressive shares in Q1 2026, an estimated $297K.
  • Progressive made up 0.76% of Nvest Financial's portfolio in Q1 2026, its #39 holding.
  • Nvest Financial first reported a position in Progressive in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's Progressive position peaked at $2.38M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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