Ruggaard & Associates’s Progressive PGR Stock Holding History

Ruggaard & Associates’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	$345K	Hold	1,739	–	–	0.14%	90
2025 Q4	$396K	Hold	1,739	–	–	0.16%	80
2025 Q3	$429K	Sell	1,739 -1	-0.1%	-$247	0.16%	75
2025 Q2	$464K	Hold	1,740	–	–	0.19%	67
2025 Q1	$492K	Hold	1,740	–	–	0.22%	62
2024 Q4	$417K	Buy	1,740 +1	+0.1%	+$252	0.18%	71
2024 Q3	$441K	Hold	1,739	–	–	0.19%	70
2024 Q2	$361K	Hold	1,739	–	–	0.17%	81
2024 Q1	$360K	Hold	1,739	–	–	0.17%	81
2023 Q4	$277K	Hold	1,739	–	–	0.15%	93
2023 Q3	$242K	Buy	1,739 +100	+6%	+$13.2K	0.14%	95
2023 Q2	$217K	Hold	1,639	–	–	0.13%	101
2023 Q1	$234K	Buy	+1,639	New	+$226K	0.14%	93

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

Ruggaard & Associates's PGR Position: Q1 2026 in Review

Ruggaard & Associates held its Progressive (PGR) position steady in Q1 2026 at 1,739 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #90.

Ruggaard & Associates first reported a position in PGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $492K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Ruggaard & Associates held 1,739 shares of Progressive worth $345K as of Q1 2026.
Ruggaard & Associates left its Progressive share count unchanged in Q1 2026.
Progressive made up 0.14% of Ruggaard & Associates's portfolio in Q1 2026, its #90 holding.
Ruggaard & Associates first reported a position in Progressive in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Progressive position peaked at $492K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.