Sargent Investment Group’s Progressive PGR Stock Holding History

Sargent Investment Group’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	$627K	Buy	3,162 +138	+5%	+$28.5K	0.08%	143
2025 Q4	$689K	Buy	+3,024	New	+$683K	0.09%	134
2025 Q3	–	Sell	-3,028	Closed	-$749K	–	201
2025 Q2	$749K	Buy	3,028 +17	+0.6%	+$4.66K	0.1%	126
2025 Q1	$852K	Buy	3,011 +11	+0.4%	+$2.88K	0.14%	106
2024 Q4	$707K	Sell	3,000 -110	-4%	-$27.7K	0.12%	114
2024 Q3	$789K	Hold	3,110	–	–	0.14%	103
2024 Q2	$646K	Buy	3,110 +2,025	+187%	+$424K	0.13%	102
2024 Q1	$224K	Buy	+1,085	New	+$201K	0.05%	182

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

Sargent Investment Group's PGR Position: Q1 2026 in Review

Sargent Investment Group increased its Progressive (PGR) stake by 4.6% in Q1 2026, buying an estimated $28.5K and bringing the position to 3,162 shares worth $627K. The position accounts for 0.08% of the portfolio, ranked #143.

Sargent Investment Group first reported a position in PGR in Q1 2024 and has held it in 8 quarters since. The position peaked at $852K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Sargent Investment Group held 3,162 shares of Progressive worth $627K as of Q1 2026.
Sargent Investment Group bought 138 Progressive shares in Q1 2026, an estimated $28.5K.
Progressive made up 0.08% of Sargent Investment Group's portfolio in Q1 2026, its #143 holding.
Sargent Investment Group first reported a position in Progressive in Q1 2024 and has held it in 8 quarters since.
Sargent Investment Group's Progressive position peaked at $852K in Q1 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.