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Sheets Smith Wealth Management’s Progressive PGR Stock Holding History

Sheets Smith Wealth Management’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
-1,792
Closed -$408K – 408
2025
Q4 		$408K Sell
1,792
-2,129
-54% -$481K 0.04% 304
2025
Q3 		$968K Sell
3,921
-14,799
-79% -$3.65M 0.11% 180
2025
Q2 		$5M Sell
18,720
-275
-1% -$75.4K 0.58% 43
2025
Q1 		$5.38M Buy
+18,995
New +$4.97M 0.67% 40

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

Sheets Smith Wealth Management's PGR Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,792 shares — an estimated $408K sold.

Sheets Smith Wealth Management first reported a position in PGR in Q1 2025 and held it in 4 quarters. The position peaked at $5.38M in Q1 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,792 Progressive shares in Q1 2026, an estimated $408K.
  • Sheets Smith Wealth Management first reported a position in Progressive in Q1 2025 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Progressive position peaked at $5.38M in Q1 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.