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Second Half Financial Partners’s Progressive PGR Stock Holding History

Second Half Financial 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 		– Sell
-1,910
Closed -$435K – 115
2025
Q4 		$435K Sell
1,910
-191
-9% -$43.1K 0.19% 48
2025
Q3 		$519K Buy
2,101
+216
+11% +$53.2K 0.23% 47
2025
Q2 		$503K Sell
1,885
-52
-3% -$14.3K 0.24% 42
2025
Q1 		$548K Sell
1,937
-71
-4% -$18.6K 0.27% 44
2024
Q4 		$481K Buy
+2,008
New +$505K 0.24% 52

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Second Half Financial Partners's PGR Position: Q1 2026 in Review

Second Half Financial Partners sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,910 shares — an estimated $435K sold.

Second Half Financial Partners first reported a position in PGR in Q4 2024 and held it in 5 quarters. The position peaked at $548K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Second Half Financial Partners reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 1,910 Progressive shares in Q1 2026, an estimated $435K.
  • Second Half Financial Partners first reported a position in Progressive in Q4 2024 and held it in 5 quarters.
  • Second Half Financial Partners's Progressive position peaked at $548K in Q1 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Second Half Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.