PWM
PGR icon

Perigon Wealth Management’s Progressive PGR Stock Holding History

Perigon Wealth 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 		$920K Sell
4,642
-184
-4% -$38K 0.02% 560
2025
Q4 		$1.1M Sell
4,826
-38
-0.8% -$8.58K 0.02% 511
2025
Q3 		$1.2M Sell
4,864
-115
-2% -$28.4K 0.02% 464
2025
Q2 		$1.33M Buy
4,979
+283
+6% +$77.6K 0.03% 412
2025
Q1 		$1.33M Buy
4,696
+193
+4% +$50.5K 0.03% 387
2024
Q4 		$1.11M Buy
4,503
+478
+12% +$120K 0.03% 428
2024
Q3 		$1.02M Buy
4,025
+362
+10% +$84.2K 0.03% 428
2024
Q2 		$761K Buy
3,663
+87
+2% +$18.2K 0.02% 436
2024
Q1 		$740K Buy
3,576
+345
+11% +$64K 0.02% 442
2023
Q4 		$515K Buy
3,231
+70
+2% +$11K 0.02% 492
2023
Q3 		$440K Buy
3,161
+98
+3% +$12.9K 0.02% 471
2023
Q2 		$405K Buy
3,063
+1,457
+91% +$195K 0.02% 517
2023
Q1 		$230K Buy
+1,606
New +$221K 0.01% 630
2021
Q1 		– Sell
-680
Closed -$67K – 884
2020
Q4 		$67K Buy
+680
New +$64.3K 0.01% 655
2018
Q2 		– Sell
-9
Closed -$1K – 504
2018
Q1 		$1K Buy
+9
New +$514 ﹤0.01% 624
2017
Q2 		– Sell
-209
Closed -$8K – 616
2017
Q1 		$8K Buy
209
+72
+53% +$2.75K ﹤0.01% 544
2016
Q4 		$5K Buy
+137
New +$4.53K ﹤0.01% 645

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

Perigon Wealth Management's PGR Position: Q1 2026 in Review

Perigon Wealth Management reduced its Progressive (PGR) stake by 3.8% in Q1 2026, selling an estimated $38K and leaving 4,642 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #560.

Perigon Wealth Management first reported a position in PGR in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.33M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Perigon Wealth Management held 4,642 shares of Progressive worth $920K as of Q1 2026.
  • Perigon Wealth Management sold 184 Progressive shares in Q1 2026, an estimated $38K.
  • Progressive made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #560 holding.
  • Perigon Wealth Management first reported a position in Progressive in Q4 2016 and has held it in 17 quarters since.
  • Perigon Wealth Management's Progressive position peaked at $1.33M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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