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Obermeyer Wealth Partners’s Progressive PGR Stock Holding History

Obermeyer Wealth Partners’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 		$253K Hold
1,276
– – 0.01% 259
2025
Q4 		$291K Buy
1,276
+336
+36% +$75.9K 0.01% 241
2025
Q3 		$232K Sell
940
-73
-7% -$18K 0.01% 267
2025
Q2 		$270K Buy
1,013
+157
+18% +$43K 0.01% 231
2025
Q1 		$242K Buy
+856
New +$224K 0.01% 230

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

Obermeyer Wealth Partners's PGR Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Progressive (PGR) position steady in Q1 2026 at 1,276 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #259.

Obermeyer Wealth Partners first reported a position in PGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $291K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Obermeyer Wealth Partners held 1,276 shares of Progressive worth $253K as of Q1 2026.
  • Obermeyer Wealth Partners left its Progressive share count unchanged in Q1 2026.
  • Progressive made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #259 holding.
  • Obermeyer Wealth Partners first reported a position in Progressive in Q1 2025 and has held it in 5 quarters since.
  • Obermeyer Wealth Partners's Progressive position peaked at $291K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.