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Rialto Wealth Management’s Progressive PGR Stock Holding History

Rialto 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 		$39.8K Buy
201
+8
+4% +$1.65K 0.01% 304
2025
Q4 		$44K Buy
193
+1
+0.5% +$226 0.01% 292
2025
Q3 		$47.4K Hold
192
– – 0.01% 274
2025
Q2 		$51.2K Buy
192
+10
+5% +$2.74K 0.01% 265
2025
Q1 		$51.5K Buy
182
+2
+1% +$523 0.02% 260
2024
Q4 		$43.1K Buy
+180
New +$45.3K 0.01% 268

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

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

Rialto Wealth Management increased its Progressive (PGR) stake by 4.1% in Q1 2026, buying an estimated $1.65K and bringing the position to 201 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #304.

Rialto Wealth Management first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.5K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Rialto Wealth Management held 201 shares of Progressive worth $39.8K as of Q1 2026.
  • Rialto Wealth Management bought 8 Progressive shares in Q1 2026, an estimated $1.65K.
  • Progressive made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Rialto Wealth Management first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Progressive position peaked at $51.5K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.