Phoenix Financial’s Progressive PGR Stock Holding History

Phoenix Financial’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	$3.26M	Sell	16,436 -9,096	-36%	-$1.88M	0.03%	142
2025 Q4	$5.81M	Sell	25,532 -5,972	-19%	-$1.35M	0.06%	123
2025 Q3	$7.78M	Sell	31,504 -11,538	-27%	-$2.84M	0.09%	94
2025 Q2	$11.5M	Sell	43,042 -1,831	-4%	-$502K	0.15%	77
2025 Q1	$12.7M	Sell	44,873 -10,182	-18%	-$2.66M	0.19%	80
2024 Q4	$13.2M	Sell	55,055 -12,015	-18%	-$3.02M	0.18%	80
2024 Q3	$17M	Buy	67,070 +15,551	+30%	+$3.62M	0.25%	67
2024 Q2	$10.7M	Buy	51,519 +17,752	+53%	+$3.72M	0.16%	79
2024 Q1	$6.99M	Sell	33,767 -5,491	-14%	-$1.02M	0.1%	105
2023 Q4	$7.04M	Buy	39,258 +20,574	+110%	+$3.22M	0.12%	89
2023 Q3	$2.6M	Buy	18,684 +5,430	+41%	+$714K	0.05%	164
2023 Q2	$1.75M	Buy	+13,254	New	+$1.78M	0.04%	174

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $147M AUM 25.76% 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 $315B AUM 27.84% 1-Year Est. Return

Phoenix Financial's PGR Position: Q1 2026 in Review

Phoenix Financial reduced its Progressive (PGR) stake by 36% in Q1 2026, selling an estimated $1.88M and leaving 16,436 shares worth $3.26M. The position accounts for 0.03% of the portfolio, ranked #142.

Phoenix Financial first reported a position in PGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $17M in Q3 2024. 1,766 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Phoenix Financial held 16,436 shares of Progressive worth $3.26M as of Q1 2026.
Phoenix Financial sold 9,096 Progressive shares in Q1 2026, an estimated $1.88M.
Progressive made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #142 holding.
Phoenix Financial first reported a position in Progressive in Q2 2023 and has held it in 12 quarters since.
Phoenix Financial's Progressive position peaked at $17M in Q3 2024.
1,766 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.