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Root Financial Partners’s Progressive PGR Stock Holding History

Root Financial 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 		$246K Buy
1,240
+744
+150% +$154K 0.01% 290
2025
Q4 		$113K Sell
496
-350
-41% -$79K 0.01% 426
2025
Q3 		$209K Buy
+846
New +$209K 0.01% 270

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

Root Financial Partners's PGR Position: Q1 2026 in Review

Root Financial Partners increased its Progressive (PGR) stake by 150% in Q1 2026, buying an estimated $154K and bringing the position to 1,240 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #290.

Root Financial Partners first reported a position in PGR in Q3 2025 and has held it in 3 quarters since. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Root Financial Partners held 1,240 shares of Progressive worth $246K as of Q1 2026.
  • Root Financial Partners bought 744 Progressive shares in Q1 2026, an estimated $154K.
  • Progressive made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #290 holding.
  • Root Financial Partners first reported a position in Progressive in Q3 2025 and has held it in 3 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.