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Sigma Planning Corp’s Progressive PGR Stock Holding History

Sigma Planning Corp’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 		$487K Buy
2,454
+224
+10% +$46.2K 0.01% 848
2025
Q4 		$508K Sell
2,230
-519
-19% -$117K 0.01% 791
2025
Q3 		$679K Sell
2,749
-2,463
-47% -$607K 0.02% 692
2025
Q2 		$1.39M Buy
5,212
+836
+19% +$229K 0.04% 395
2025
Q1 		$1.24M Sell
4,376
-650
-13% -$170K 0.04% 417
2024
Q4 		$1.2M Sell
5,026
-736
-13% -$185K 0.04% 428
2024
Q3 		$1.46M Buy
5,762
+13
+0.2% +$3.02K 0.04% 376
2024
Q2 		$1.19M Sell
5,749
-586
-9% -$123K 0.04% 427
2024
Q1 		$1.31M Buy
6,335
+4,092
+182% +$759K 0.04% 422
2023
Q4 		$357K Sell
2,243
-3,929
-64% -$615K 0.03% 577
2023
Q3 		$860K Buy
6,172
+1,516
+33% +$199K 0.03% 511
2023
Q2 		$616K Sell
4,656
-467
-9% -$62.6K 0.02% 643
2023
Q1 		$733K Buy
5,123
+90
+2% +$12.4K 0.02% 641
2022
Q4 		$653K Sell
5,033
-462
-8% -$58.5K 0.02% 659
2022
Q3 		$639K Sell
5,495
-18
-0.3% -$2.17K 0.02% 636
2022
Q2 		$641K Buy
5,513
+1,757
+47% +$199K 0.02% 650
2022
Q1 		$428K Buy
+3,756
New +$406K 0.01% 901
2021
Q3 		– Sell
-3,344
Closed -$328K – 1462
2021
Q2 		$328K Sell
3,344
-3,129
-48% -$310K 0.01% 1037
2021
Q1 		$619K Buy
6,473
+1,805
+39% +$164K 0.02% 687
2020
Q4 		$462K Buy
4,668
+1,784
+62% +$169K 0.02% 725
2020
Q3 		$273K Sell
2,884
-3,133
-52% -$282K 0.01% 830
2020
Q2 		$482K Buy
6,017
+2,127
+55% +$166K 0.02% 605
2020
Q1 		$287K Sell
3,890
-778
-17% -$60K 0.02% 668
2019
Q4 		$338K Sell
4,668
-1,917
-29% -$138K 0.01% 740
2019
Q3 		$509K Sell
6,585
-2,856
-30% -$225K 0.02% 564
2019
Q2 		$755K Buy
9,441
+2,026
+27% +$157K 0.04% 420
2019
Q1 		$535K Buy
7,415
+2,808
+61% +$192K 0.03% 492
2018
Q4 		$278K Buy
+4,607
New +$307K 0.02% 631

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

Sigma Planning Corp's PGR Position: Q1 2026 in Review

Sigma Planning Corp increased its Progressive (PGR) stake by 10% in Q1 2026, buying an estimated $46.2K and bringing the position to 2,454 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #848.

Sigma Planning Corp first reported a position in PGR in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.46M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Sigma Planning Corp held 2,454 shares of Progressive worth $487K as of Q1 2026.
  • Sigma Planning Corp bought 224 Progressive shares in Q1 2026, an estimated $46.2K.
  • Progressive made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #848 holding.
  • Sigma Planning Corp first reported a position in Progressive in Q4 2018 and has held it in 28 quarters since.
  • Sigma Planning Corp's Progressive position peaked at $1.46M in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.