Perfromance Wealth Partners’s Progressive PGR Stock Holding History

Perfromance 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	$553K	Sell	2,791 -75	-3%	-$15.5K	0.02%	116
2025 Q4	$653K	Sell	2,866 -19	-0.7%	-$4.29K	0.02%	104
2025 Q3	$712K	Buy	2,885 +1,758	+156%	+$433K	0.02%	95
2025 Q2	$301K	Sell	1,127 -4	-0.4%	-$1.1K	0.01%	150
2025 Q1	$320K	Sell	1,131 -5	-0.4%	-$1.31K	0.01%	128
2024 Q4	$272K	Sell	1,136 -9	-0.8%	-$2.27K	0.01%	147
2024 Q3	$291K	Buy	1,145 +60	+6%	+$13.9K	0.01%	152
2024 Q2	$225K	Hold	1,085	–	–	0.01%	147
2024 Q1	$224K	Buy	+1,085	New	+$201K	0.01%	146

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

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

Perfromance Wealth Partners reduced its Progressive (PGR) stake by 2.6% in Q1 2026, selling an estimated $15.5K and leaving 2,791 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #116.

Perfromance Wealth Partners first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $712K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Perfromance Wealth Partners held 2,791 shares of Progressive worth $553K as of Q1 2026.
Perfromance Wealth Partners sold 75 Progressive shares in Q1 2026, an estimated $15.5K.
Progressive made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #116 holding.
Perfromance Wealth Partners first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Perfromance Wealth Partners's Progressive position peaked at $712K in Q3 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.