Ridgewood Investments’s Progressive PGR Stock Holding History

Ridgewood Investments’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	$1.05M	Buy	+5,274	New	+$1.09M	0.43%	72
2025 Q3	$463K	Buy	1,873 +759	+68%	+$187K	0.2%	132
2025 Q2	$297K	Buy	1,114 +57	+5%	+$15.6K	0.13%	168
2025 Q1	$299K	Buy	1,057 +57	+6%	+$14.9K	0.14%	155
2024 Q4	$240K	Hold	1,000	–	–	0.12%	162
2024 Q3	$254K	Sell	1,000 -81	-7%	-$18.8K	0.13%	148
2024 Q2	$225K	Hold	1,081	–	–	0.11%	165
2024 Q1	$224K	Buy	+1,081	New	+$201K	0.12%	171
2023 Q3	–	Sell	-1,081	Closed	-$143K	–	593
2023 Q2	$143K	Sell	1,081 -750	-41%	-$101K	0.08%	205
2023 Q1	$262K	Hold	1,831	–	–	0.16%	148
2022 Q4	$238K	Hold	1,831	–	–	0.17%	163
2022 Q3	$213K	Sell	1,831 -350	-16%	-$42.1K	0.18%	160
2022 Q2	$254K	Sell	2,181 -2,170	-50%	-$246K	0.2%	145
2022 Q1	$496K	Sell	4,351 -52	-1%	-$5.62K	0.33%	105
2021 Q4	$452K	Buy	4,403 +233	+6%	+$22.2K	0.29%	112
2021 Q3	$377K	Buy	+4,170	New	+$397K	0.26%	123

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

Ridgewood Investments's PGR Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Progressive (PGR) in Q1 2026: 5,274 shares worth $1.05M. The stake represents 0.43% of the portfolio and ranks #72 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in PGR as recently as Q3 2025.

Ridgewood Investments first reported a position in PGR in Q3 2021 and has held it in 16 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Ridgewood Investments held 5,274 shares of Progressive worth $1.05M as of Q1 2026.
Progressive was a new Ridgewood Investments position in Q1 2026.
Progressive made up 0.43% of Ridgewood Investments's portfolio in Q1 2026, its #72 holding.
Ridgewood Investments first reported a position in Progressive in Q3 2021 and has held it in 16 quarters since.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.