Plato Investment Management’s Progressive PGR Stock Holding History

Plato Investment 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	$4.54M	Sell	22,880 -1,783	-7%	-$368K	0.3%	74
2025 Q4	$5.64M	Buy	24,663 +3,542	+17%	+$800K	0.37%	62
2025 Q3	$5.18M	Hold	21,121	–	–	0.35%	61
2025 Q2	$5.62M	Sell	21,121 -267	-1%	-$73.2K	0.42%	45
2025 Q1	$6.12M	Sell	21,388 -5,916	-22%	-$1.55M	0.52%	34
2024 Q4	$6.57M	Buy	27,304 +1,910	+8%	+$481K	0.48%	38
2024 Q3	$6.44M	Buy	25,394 +1,486	+6%	+$345K	0.52%	32
2024 Q2	$4.97M	Buy	23,908 +2,881	+14%	+$603K	0.46%	41
2024 Q1	$4.35M	Buy	21,027 +19,109	+996%	+$3.55M	0.45%	54
2023 Q4	$305K	Buy	+1,918	New	+$300K	0.37%	68

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

Plato Investment Management's PGR Position: Q1 2026 in Review

Plato Investment Management reduced its Progressive (PGR) stake by 7.2% in Q1 2026, selling an estimated $368K and leaving 22,880 shares worth $4.54M. The position accounts for 0.3% of the portfolio, ranked #74.

Plato Investment Management first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q4 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Plato Investment Management held 22,880 shares of Progressive worth $4.54M as of Q1 2026.
Plato Investment Management sold 1,783 Progressive shares in Q1 2026, an estimated $368K.
Progressive made up 0.3% of Plato Investment Management's portfolio in Q1 2026, its #74 holding.
Plato Investment Management first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Progressive position peaked at $6.57M in Q4 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.