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SHP Wealth Management’s Progressive PGR Stock Holding History

SHP 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 		$64.2K Buy
324
+105
+48% +$21.7K ﹤0.01% 449
2025
Q4 		$49.8K Buy
+219
New +$49.5K ﹤0.01% 476

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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
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 $315B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's PGR Position: Q1 2026 in Review

SHP Wealth Management increased its Progressive (PGR) stake by 48% in Q1 2026, buying an estimated $21.7K and bringing the position to 324 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

SHP Wealth Management first reported a position in PGR in Q4 2025 and has held it in 2 quarters since. 1,767 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • SHP Wealth Management held 324 shares of Progressive worth $64.2K as of Q1 2026.
  • SHP Wealth Management bought 105 Progressive shares in Q1 2026, an estimated $21.7K.
  • Progressive made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #449 holding.
  • SHP Wealth Management first reported a position in Progressive in Q4 2025 and has held it in 2 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.