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Pinnacle Wealth Management Advisory Group’s Progressive PGR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$415K Buy
2,091
+93
+5% +$19.2K 0.03% 320
2025
Q4 		$455K Buy
1,998
+42
+2% +$9.48K 0.03% 295
2025
Q3 		$483K Sell
1,956
-63
-3% -$15.5K 0.04% 235
2025
Q2 		$539K Buy
2,019
+92
+5% +$25.2K 0.04% 206
2025
Q1 		$545K Buy
1,927
+39
+2% +$10.2K 0.05% 193
2024
Q4 		$452K Sell
1,888
-25
-1% -$6.29K 0.04% 214
2024
Q3 		$485K Buy
1,913
+36
+2% +$8.37K 0.05% 208
2024
Q2 		$390K Buy
1,877
+80
+4% +$16.7K 0.04% 226
2024
Q1 		$372K Buy
1,797
+57
+3% +$10.6K 0.04% 226
2023
Q4 		$277K Buy
1,740
+3
+0.2% +$470 0.03% 265
2023
Q3 		$242K Sell
1,737
-36
-2% -$4.74K 0.03% 266
2023
Q2 		$235K Sell
1,773
-306
-15% -$41K 0.03% 285
2023
Q1 		$297K Buy
2,079
+77
+4% +$10.6K 0.04% 237
2022
Q4 		$260K Buy
+2,002
New +$254K 0.04% 241
2020
Q3 		– Sell
-2,986
Closed -$239K – 184
2020
Q2 		$239K Sell
2,986
-449
-13% -$35K 0.09% 155
2020
Q1 		$254K Sell
3,435
-1,035
-23% -$79.8K 0.12% 130
2019
Q4 		$324K Hold
4,470
– – 0.12% 143
2019
Q3 		$345K Sell
4,470
-50
-1% -$3.93K 0.14% 129
2019
Q2 		$361K Sell
4,520
-300
-6% -$23.2K 0.15% 129
2019
Q1 		$347K Sell
4,820
-350
-7% -$24K 0.16% 131
2018
Q4 		$312K Sell
5,170
-45
-0.9% -$2.99K 0.17% 128
2018
Q3 		$370K Sell
5,215
-305
-6% -$19.6K 0.18% 112
2018
Q2 		$327K Buy
5,520
+110
+2% +$6.73K 0.18% 109
2018
Q1 		$330K Buy
5,410
+10
+0.2% +$571 0.19% 107
2017
Q4 		$304K Hold
5,400
– – 0.17% 112
2017
Q3 		$261K Buy
5,400
+55
+1% +$2.57K 0.15% 126
2017
Q2 		$236K Buy
+5,345
New +$222K 0.15% 130

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

Pinnacle Wealth Management Advisory Group's PGR Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Progressive (PGR) stake by 4.7% in Q1 2026, buying an estimated $19.2K and bringing the position to 2,091 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #320.

Pinnacle Wealth Management Advisory Group first reported a position in PGR in Q2 2017 and has held it in 27 quarters since. The position peaked at $545K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 2,091 shares of Progressive worth $415K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 93 Progressive shares in Q1 2026, an estimated $19.2K.
  • Progressive made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #320 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Progressive in Q2 2017 and has held it in 27 quarters since.
  • Pinnacle Wealth Management Advisory Group's Progressive position peaked at $545K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.