RWA Wealth Partners’s Progressive PGR Stock Holding History

RWA Wealth 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	$886K	Sell	4,471 -24,076	-84%	-$4.97M	0.01%	361
2025 Q4	$6.5M	Sell	28,547 -37,238	-57%	-$8.41M	0.07%	144
2025 Q3	$16.2M	Buy	65,785 +60,825	+1,226%	+$15M	0.18%	78
2025 Q2	$1.32M	Buy	4,960 +794	+19%	+$218K	0.02%	289
2025 Q1	$1.18M	Buy	4,166 +3,190	+327%	+$834K	0.01%	295
2024 Q4	$234K	Sell	976 -181	-16%	-$45.6K	﹤0.01%	520
2024 Q3	$294K	Buy	1,157 +15	+1%	+$3.49K	﹤0.01%	478
2024 Q2	$237K	Sell	1,142 -2	-0.2%	-$419	﹤0.01%	495
2024 Q1	$237K	Buy	+1,144	New	+$212K	﹤0.01%	499

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

RWA Wealth Partners's PGR Position: Q1 2026 in Review

RWA Wealth Partners reduced its Progressive (PGR) stake by 84% in Q1 2026, selling an estimated $4.97M and leaving 4,471 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #361.

RWA Wealth Partners first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.2M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

RWA Wealth Partners held 4,471 shares of Progressive worth $886K as of Q1 2026.
RWA Wealth Partners sold 24,076 Progressive shares in Q1 2026, an estimated $4.97M.
Progressive made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #361 holding.
RWA Wealth Partners first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
RWA Wealth Partners's Progressive position peaked at $16.2M in Q3 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.