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PDS Planning’s Progressive PGR Stock Holding History

PDS Planning’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 		$639K Buy
3,224
+175
+6% +$36.1K 0.04% 215
2025
Q4 		$694K Sell
3,049
-17
-0.6% -$3.84K 0.05% 200
2025
Q3 		$757K Sell
3,066
-22
-0.7% -$5.42K 0.05% 176
2025
Q2 		$824K Sell
3,088
-95
-3% -$26K 0.06% 155
2025
Q1 		$901K Buy
3,183
+180
+6% +$47.1K 0.08% 114
2024
Q4 		$720K Buy
3,003
+325
+12% +$81.8K 0.06% 132
2024
Q3 		$680K Sell
2,678
-10
-0.4% -$2.33K 0.06% 143
2024
Q2 		$558K Buy
2,688
+50
+2% +$10.5K 0.06% 153
2024
Q1 		$546K Buy
2,638
+149
+6% +$27.6K 0.06% 150
2023
Q4 		$396K Buy
2,489
+80
+3% +$12.5K 0.05% 181
2023
Q3 		$336K Buy
2,409
+152
+7% +$20K 0.04% 196
2023
Q2 		$299K Buy
2,257
+75
+3% +$10.1K 0.04% 217
2023
Q1 		$312K Buy
+2,182
New +$301K 0.04% 190

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

PDS Planning's PGR Position: Q1 2026 in Review

PDS Planning increased its Progressive (PGR) stake by 5.7% in Q1 2026, buying an estimated $36.1K and bringing the position to 3,224 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #215.

PDS Planning first reported a position in PGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $901K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • PDS Planning held 3,224 shares of Progressive worth $639K as of Q1 2026.
  • PDS Planning bought 175 Progressive shares in Q1 2026, an estimated $36.1K.
  • Progressive made up 0.04% of PDS Planning's portfolio in Q1 2026, its #215 holding.
  • PDS Planning first reported a position in Progressive in Q1 2023 and has held it in 13 quarters since.
  • PDS Planning's Progressive position peaked at $901K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.