ST
PGR icon

Sageworth Trust’s Progressive PGR Stock Holding History

Sageworth Trust’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
-1,037
Closed -$236K – 182
2025
Q4 		$236K Sell
1,037
-176
-15% -$39.7K 0.01% 124
2025
Q3 		$300K Buy
+1,213
New +$299K 0.01% 213
2020
Q3 		– Sell
-2
Closed – – 309
2020
Q2 		$0 Buy
+2
New +$156 ﹤0.01% 313
2019
Q2 		– Sell
-12
Closed -$1K – 254
2019
Q1 		$1K Sell
12
-12
-50% -$822 ﹤0.01% 251
2018
Q4 		$1K Buy
+24
New +$1.6K ﹤0.01% 159
2018
Q2 		– Sell
-213
Closed -$13K – 195
2018
Q1 		$13K Buy
213
+159
+294% +$9.08K ﹤0.01% 75
2017
Q4 		$3K Buy
+54
New +$2.79K ﹤0.01% 81

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

Sageworth Trust's PGR Position: Q1 2026 in Review

Sageworth Trust sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,037 shares — an estimated $236K sold.

Sageworth Trust first reported a position in PGR in Q4 2017 and held it in 7 quarters. The position peaked at $300K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Sageworth Trust reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Sageworth Trust sold 1,037 Progressive shares in Q1 2026, an estimated $236K.
  • Sageworth Trust first reported a position in Progressive in Q4 2017 and held it in 7 quarters.
  • Sageworth Trust's Progressive position peaked at $300K in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.