PFM
PGR icon

Phillips Financial Management’s Progressive PGR Stock Holding History

Phillips Financial 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 		$260K Sell
1,313
-18
-1% -$3.71K 0.02% 174
2025
Q4 		$303K Buy
1,331
+9
+0.7% +$2.03K 0.02% 168
2025
Q3 		$326K Sell
1,322
-73
-5% -$18K 0.02% 165
2025
Q2 		$372K Buy
1,395
+87
+7% +$23.8K 0.03% 151
2025
Q1 		$370K Buy
1,308
+59
+5% +$15.4K 0.03% 144
2024
Q4 		$299K Buy
1,249
+54
+5% +$13.6K 0.02% 148
2024
Q3 		$303K Buy
1,195
+8
+0.7% +$1.86K 0.02% 154
2024
Q2 		$247K Buy
1,187
+49
+4% +$10.3K 0.02% 162
2024
Q1 		$235K Buy
+1,138
New +$211K 0.02% 164

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

Phillips Financial Management's PGR Position: Q1 2026 in Review

Phillips Financial Management reduced its Progressive (PGR) stake by 1.4% in Q1 2026, selling an estimated $3.71K and leaving 1,313 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #174.

Phillips Financial Management first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $372K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Phillips Financial Management held 1,313 shares of Progressive worth $260K as of Q1 2026.
  • Phillips Financial Management sold 18 Progressive shares in Q1 2026, an estimated $3.71K.
  • Progressive made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #174 holding.
  • Phillips Financial Management first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
  • Phillips Financial Management's Progressive position peaked at $372K in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.