Oppenheimer Asset Management’s Progressive PGR Stock Holding History

Oppenheimer Asset Management’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	$11M	Buy	55,720 +1,434	+3%	+$296K	0.13%	188
2025 Q4	$12.4M	Sell	54,286 -1,544	-3%	-$349K	0.15%	151
2025 Q3	$13.8M	Sell	55,830 -8,391	-13%	-$2.07M	0.15%	161
2025 Q2	$17.1M	Sell	64,221 -16,956	-21%	-$4.65M	0.2%	133
2025 Q1	$23M	Sell	81,177 -8,014	-9%	-$2.1M	0.29%	85
2024 Q4	$21.4M	Sell	89,191 -9,950	-10%	-$2.5M	0.26%	93
2024 Q3	$25.2M	Sell	99,141 -372	-0.4%	-$86.5K	0.3%	79
2024 Q2	$20.7M	Buy	99,513 +15,592	+19%	+$3.26M	0.26%	88
2024 Q1	$17.4M	Sell	83,921 -9,407	-10%	-$1.75M	0.25%	90
2023 Q4	$14.9M	Sell	93,328 -4,765	-5%	-$746K	0.21%	115
2023 Q3	$13.7M	Buy	98,093 +246	+0.3%	+$32.4K	0.21%	113
2023 Q2	$13M	Sell	97,847 -968	-1%	-$130K	0.19%	129
2023 Q1	$14.1M	Buy	98,815 +8,311	+9%	+$1.15M	0.22%	117
2022 Q4	$11.7M	Sell	90,504 -213	-0.2%	-$27K	0.19%	144
2022 Q3	$10.5M	Buy	90,717 +687	+0.8%	+$82.7K	0.19%	140
2022 Q2	$10.5M	Buy	90,030 +236	+0.3%	+$26.8K	0.18%	137
2022 Q1	$10.2M	Sell	89,794 -12,340	-12%	-$1.33M	0.15%	170
2021 Q4	$10.5M	Sell	102,134 -2,351	-2%	-$224K	0.14%	177
2021 Q3	$9.44M	Sell	104,485 -38,454	-27%	-$3.66M	0.13%	182
2021 Q2	$14M	Sell	142,939 -71,104	-33%	-$7.03M	0.2%	122
2021 Q1	$20.5M	Sell	214,043 -20,675	-9%	-$1.88M	0.32%	66
2020 Q4	$23.2M	Sell	234,718 -2,141	-0.9%	-$203K	0.39%	57
2020 Q3	$22.4M	Sell	236,859 -11,090	-4%	-$997K	0.44%	55
2020 Q2	$19.9M	Sell	247,949 -5,331	-2%	-$416K	0.41%	53
2020 Q1	$18.7M	Buy	253,280 +20,371	+9%	+$1.57M	0.46%	45
2019 Q4	$16.9M	Buy	232,909 +188	+0.1%	+$13.6K	0.36%	58
2019 Q3	$18M	Sell	232,721 -8,219	-3%	-$647K	0.4%	48
2019 Q2	$19.3M	Buy	240,940 +30,252	+14%	+$2.34M	0.43%	42
2019 Q1	$15.2M	Sell	210,688 -6,514	-3%	-$446K	0.34%	64
2018 Q4	$13.1M	Buy	217,202 +5,512	+3%	+$367K	0.32%	69
2018 Q3	$15M	Buy	211,690 +14,956	+8%	+$962K	0.33%	70
2018 Q2	$11.6M	Buy	196,734 +27,115	+16%	+$1.66M	0.28%	90
2018 Q1	$10.3M	Buy	169,619 +85,804	+102%	+$4.9M	0.26%	97
2017 Q4	$4.06M	Hold	83,815	–	–	0.11%	227
2017 Q3	$4.06M	Sell	83,815 -628	-0.7%	-$29.4K	0.11%	229
2017 Q2	$3.72M	Buy	84,443 +75,364	+830%	+$3.13M	0.1%	231
2017 Q1	$356K	Buy	+9,079	New	+$346K	0.01%	873

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

Oppenheimer Asset Management's PGR Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Progressive (PGR) stake by 2.6% in Q1 2026, buying an estimated $296K and bringing the position to 55,720 shares worth $11M. The position accounts for 0.13% of the portfolio, ranked #188.

Oppenheimer Asset Management first reported a position in PGR in Q1 2017 and has held it in 37 quarters since. The position peaked at $25.2M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Oppenheimer Asset Management held 55,720 shares of Progressive worth $11M as of Q1 2026.
Oppenheimer Asset Management bought 1,434 Progressive shares in Q1 2026, an estimated $296K.
Progressive made up 0.13% of Oppenheimer Asset Management's portfolio in Q1 2026, its #188 holding.
Oppenheimer Asset Management first reported a position in Progressive in Q1 2017 and has held it in 37 quarters since.
Oppenheimer Asset Management's Progressive position peaked at $25.2M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.