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Quotient Wealth Partners’s Progressive PGR Stock Holding History

Quotient Wealth Partners’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 		$395K Buy
1,991
+12
+0.6% +$2.48K 0.01% 234
2025
Q4 		$451K Buy
1,979
+61
+3% +$13.8K 0.01% 212
2025
Q3 		$474K Sell
1,918
-17
-0.9% -$4.19K 0.01% 203
2025
Q2 		$516K Buy
1,935
+134
+7% +$36.7K 0.02% 182
2025
Q1 		$510K Buy
1,801
+217
+14% +$56.8K 0.02% 176
2024
Q4 		$380K Buy
1,584
+72
+5% +$18.1K 0.01% 211
2024
Q3 		$384K Buy
1,512
+61
+4% +$14.2K 0.01% 208
2024
Q2 		$301K Buy
1,451
+127
+10% +$26.6K 0.01% 246
2024
Q1 		$274K Buy
1,324
+43
+3% +$7.98K 0.01% 244
2023
Q4 		$204K Buy
+1,281
New +$201K 0.01% 273

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

Quotient Wealth Partners's PGR Position: Q1 2026 in Review

Quotient Wealth Partners increased its Progressive (PGR) stake by 0.61% in Q1 2026, buying an estimated $2.48K and bringing the position to 1,991 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #234.

Quotient Wealth Partners first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $516K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Quotient Wealth Partners held 1,991 shares of Progressive worth $395K as of Q1 2026.
  • Quotient Wealth Partners bought 12 Progressive shares in Q1 2026, an estimated $2.48K.
  • Progressive made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #234 holding.
  • Quotient Wealth Partners first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Progressive position peaked at $516K in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.