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Savvy Advisors Inc’s Progressive PGR Stock Holding History

Savvy Advisors Inc’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 		$2.2M Sell
11,083
-1,586
-13% -$327K 0.06% 252
2025
Q4 		$2.88M Buy
12,669
+4,643
+58% +$1.05M 0.09% 166
2025
Q3 		$1.98M Buy
8,026
+1,641
+26% +$405K 0.09% 159
2025
Q2 		$1.7M Buy
6,385
+1,277
+25% +$350K 0.11% 135
2025
Q1 		$1.45M Buy
5,108
+1,182
+30% +$309K 0.15% 119
2024
Q4 		$941K Buy
3,926
+1,589
+68% +$400K 0.11% 151
2024
Q3 		$593K Buy
+2,337
New +$543K 0.12% 163

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

Savvy Advisors Inc's PGR Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Progressive (PGR) stake by 13% in Q1 2026, selling an estimated $327K and leaving 11,083 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #252.

Savvy Advisors Inc first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Savvy Advisors Inc held 11,083 shares of Progressive worth $2.2M as of Q1 2026.
  • Savvy Advisors Inc sold 1,586 Progressive shares in Q1 2026, an estimated $327K.
  • Progressive made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #252 holding.
  • Savvy Advisors Inc first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Progressive position peaked at $2.88M in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.