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Rockport Wealth’s Progressive PGR Stock Holding History

Rockport Wealth’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 		– Sell
-897
Closed -$204K – 105
2025
Q4 		$204K Hold
897
– – 0.04% 98
2025
Q3 		$222K Hold
897
– – 0.05% 84
2025
Q2 		$239K Buy
+897
New +$246K 0.06% 74
2025
Q1 		– Sell
-897
Closed -$228K – 62
2024
Q4 		$228K Hold
897
– – 0.1% 61
2024
Q3 		$228K Buy
+897
New +$209K 0.06% 62

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 $147M AUM 25.76% 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 $315B AUM 27.84% 1-Year Est. Return

Rockport Wealth's PGR Position: Q1 2026 in Review

Rockport Wealth sold out of Progressive (PGR) in Q1 2026, closing a stake of 897 shares — an estimated $204K sold.

Rockport Wealth first reported a position in PGR in Q3 2024 and held it in 5 quarters. The position peaked at $239K in Q2 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Rockport Wealth reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Rockport Wealth sold 897 Progressive shares in Q1 2026, an estimated $204K.
  • Rockport Wealth first reported a position in Progressive in Q3 2024 and held it in 5 quarters.
  • Rockport Wealth's Progressive position peaked at $239K in Q2 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Rockport Wealth's 13F filing for Q1 2026, filed 5 May 2026.