Proathlete Wealth Management’s Progressive PGR Stock Holding History

Proathlete 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	$982K	Sell	4,954 -83	-2%	-$17.1K	0.27%	28
2025 Q4	$1.15M	Buy	5,037 +40	+0.8%	+$9.03K	0.31%	28
2025 Q3	$1.23M	Sell	4,997 -21	-0.4%	-$5.18K	0.36%	27
2025 Q2	$1.34M	Buy	5,018 +1	+0%	+$274	0.43%	26
2025 Q1	$1.42M	Buy	5,017 +14	+0.3%	+$3.66K	0.52%	23
2024 Q4	$1.2M	Sell	5,003 -8	-0.2%	-$2.01K	0.45%	25
2024 Q3	$1.27M	Buy	5,011 +2	+0%	+$465	0.52%	23
2024 Q2	$1.04M	Sell	5,009 -7	-0.1%	-$1.47K	0.49%	21
2024 Q1	$1.04M	Sell	5,016 -155	-3%	-$28.8K	0.55%	19
2023 Q4	$824K	Buy	+5,171	New	+$810K	0.49%	21

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

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

Proathlete Wealth Management reduced its Progressive (PGR) stake by 1.6% in Q1 2026, selling an estimated $17.1K and leaving 4,954 shares worth $982K. The position accounts for 0.27% of the portfolio, ranked #28.

Proathlete Wealth Management first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Proathlete Wealth Management held 4,954 shares of Progressive worth $982K as of Q1 2026.
Proathlete Wealth Management sold 83 Progressive shares in Q1 2026, an estimated $17.1K.
Progressive made up 0.27% of Proathlete Wealth Management's portfolio in Q1 2026, its #28 holding.
Proathlete Wealth Management first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
Proathlete Wealth Management's Progressive position peaked at $1.42M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.