Sagespring Wealth Partners’s Progressive PGR Stock Holding History

Sagespring 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	$1.11M	Buy	5,586 +236	+4%	+$48.7K	0.02%	298
2025 Q4	$1.22M	Sell	5,350 -136	-2%	-$30.7K	0.02%	271
2025 Q3	$1.35M	Sell	5,486 -1,541	-22%	-$380K	0.03%	251
2025 Q2	$1.88M	Buy	7,027 +175	+3%	+$48K	0.04%	180
2025 Q1	$1.94M	Buy	6,852 +956	+16%	+$250K	0.05%	158
2024 Q4	$1.41M	Buy	+5,896	New	+$1.48M	0.04%	174

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 $147M AUM 25.76% 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

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

Sagespring Wealth Partners increased its Progressive (PGR) stake by 4.4% in Q1 2026, buying an estimated $48.7K and bringing the position to 5,586 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #298.

Sagespring Wealth Partners first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Sagespring Wealth Partners held 5,586 shares of Progressive worth $1.11M as of Q1 2026.
Sagespring Wealth Partners bought 236 Progressive shares in Q1 2026, an estimated $48.7K.
Progressive made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #298 holding.
Sagespring Wealth Partners first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Progressive position peaked at $1.94M in Q1 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.