PWM
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Pines Wealth Management’s Progressive PGR Stock Holding History

Pines 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 		$266K Sell
1,344
-55
-4% -$11.4K 0.09% 190
2025
Q4 		$319K Buy
1,399
+52
+4% +$11.7K 0.1% 167
2025
Q3 		$333K Buy
1,347
+117
+10% +$28.8K 0.11% 170
2025
Q2 		$322K Sell
1,230
-57
-4% -$15.6K 0.11% 171
2025
Q1 		$335K Buy
1,287
+37
+3% +$9.68K 0.16% 141
2024
Q4 		$295K Buy
+1,250
New +$315K 0.13% 160

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

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

Pines Wealth Management reduced its Progressive (PGR) stake by 3.9% in Q1 2026, selling an estimated $11.4K and leaving 1,344 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #190.

Pines Wealth Management first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $335K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Pines Wealth Management held 1,344 shares of Progressive worth $266K as of Q1 2026.
  • Pines Wealth Management sold 55 Progressive shares in Q1 2026, an estimated $11.4K.
  • Progressive made up 0.09% of Pines Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Pines Wealth Management first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Progressive position peaked at $335K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.