Phillips Wealth Planners’s Progressive PGR Stock Holding History

Phillips Wealth Planners’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	$377K	Buy	1,917 +1	+0.1%	+$206	0.28%	119
2025 Q4	$389K	Buy	1,916 +52	+3%	+$11.7K	0.31%	105
2025 Q3	$448K	Sell	1,864 -2	-0.1%	-$493	0.37%	86
2025 Q2	$470K	Buy	1,866 +99	+6%	+$27.1K	0.43%	74
2025 Q1	$487K	Sell	1,767 -550	-24%	-$144K	0.51%	66
2024 Q4	$546K	Buy	2,317 +22	+1%	+$5.54K	0.55%	57
2024 Q3	$586K	Sell	2,295 -264	-10%	-$61.4K	0.56%	52
2024 Q2	$537K	Sell	2,559 -93	-4%	-$19.5K	0.57%	54
2024 Q1	$553K	Sell	2,652 -26	-1%	-$4.82K	0.64%	45
2023 Q4	$455K	Sell	2,678 -37	-1%	-$5.79K	0.55%	59
2023 Q3	$428K	Sell	2,715 -153	-5%	-$20.1K	0.58%	57
2023 Q2	$380K	Buy	2,868 +123	+4%	+$16.5K	0.5%	76
2023 Q1	$373K	Sell	2,745 -499	-15%	-$68.8K	0.49%	74
2022 Q4	$453K	Buy	+3,244	New	+$411K	0.79%	44

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

Phillips Wealth Planners's PGR Position: Q1 2026 in Review

Phillips Wealth Planners increased its Progressive (PGR) stake by 0.05% in Q1 2026, buying an estimated $206 and bringing the position to 1,917 shares worth $377K. The position accounts for 0.28% of the portfolio, ranked #119.

Phillips Wealth Planners first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $586K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Phillips Wealth Planners held 1,917 shares of Progressive worth $377K as of Q1 2026.
Phillips Wealth Planners bought 1 Progressive share in Q1 2026, an estimated $206.
Progressive made up 0.28% of Phillips Wealth Planners's portfolio in Q1 2026, its #119 holding.
Phillips Wealth Planners first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Progressive position peaked at $586K in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.