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Prosperity Consulting Group’s Progressive PGR Stock Holding History

Prosperity Consulting 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 		$720K Buy
3,631
+74
+2% +$15.3K 0.03% 295
2025
Q4 		$810K Buy
3,557
+10
+0.3% +$2.26K 0.04% 277
2025
Q3 		$876K Sell
3,547
-281
-7% -$69.3K 0.04% 270
2025
Q2 		$1.02M Buy
3,828
+4
+0.1% +$1.1K 0.07% 223
2025
Q1 		$1.08M Buy
3,824
+42
+1% +$11K 0.08% 208
2024
Q4 		$906K Buy
3,782
+113
+3% +$28.4K 0.07% 241
2024
Q3 		$931K Buy
3,669
+425
+13% +$98.8K 0.07% 237
2024
Q2 		$674K Sell
3,244
-53
-2% -$11.1K 0.09% 155
2024
Q1 		$682K Sell
3,297
-7
-0.2% -$1.3K 0.09% 154
2023
Q4 		$526K Sell
3,304
-92
-3% -$14.4K 0.18% 103
2023
Q3 		$473K Sell
3,396
-44
-1% -$5.79K 0.22% 91
2023
Q2 		$455K Sell
3,440
-93
-3% -$12.5K 0.28% 68
2023
Q1 		$505K Sell
3,533
-2,746
-44% -$379K 0.32% 65
2022
Q4 		$814K Sell
6,279
-198
-3% -$25.1K 0.54% 45
2022
Q3 		$753K Sell
6,477
-208
-3% -$25K 0.62% 40
2022
Q2 		$777K Buy
6,685
+8
+0.1% +$907 0.67% 38
2022
Q1 		$761K Buy
6,677
+111
+2% +$12K 0.57% 46
2021
Q4 		$719K Buy
+6,566
New +$627K 0.54% 46

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

Prosperity Consulting Group's PGR Position: Q1 2026 in Review

Prosperity Consulting Group increased its Progressive (PGR) stake by 2.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 3,631 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #295.

Prosperity Consulting Group first reported a position in PGR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Prosperity Consulting Group held 3,631 shares of Progressive worth $720K as of Q1 2026.
  • Prosperity Consulting Group bought 74 Progressive shares in Q1 2026, an estimated $15.3K.
  • Progressive made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #295 holding.
  • Prosperity Consulting Group first reported a position in Progressive in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Progressive position peaked at $1.08M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.