Smith Salley Wealth Management’s Progressive PGR Stock Holding History

Smith Salley 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	$2.32M	Buy	11,719 +1,312	+13%	+$271K	0.12%	113
2025 Q4	$2.37M	Buy	10,407 +16	+0.2%	+$3.61K	0.12%	113
2025 Q3	$2.57M	Buy	10,391 +1,681	+19%	+$414K	0.13%	107
2025 Q2	$2.32M	Buy	8,710 +640	+8%	+$175K	0.13%	104
2025 Q1	$2.28M	Buy	8,070 +310	+4%	+$81.1K	0.15%	96
2024 Q4	$1.86M	Buy	7,760 +1,337	+21%	+$337K	0.12%	109
2024 Q3	$1.63M	Buy	6,423 +149	+2%	+$34.6K	0.11%	115
2024 Q2	$1.3M	Buy	6,274 +2,972	+90%	+$622K	0.09%	120
2024 Q1	$683K	Buy	+3,302	New	+$613K	0.05%	146

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Smith Salley Wealth Management increased its Progressive (PGR) stake by 13% in Q1 2026, buying an estimated $271K and bringing the position to 11,719 shares worth $2.32M. The position accounts for 0.12% of the portfolio, ranked #113.

Smith Salley Wealth Management first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Smith Salley Wealth Management held 11,719 shares of Progressive worth $2.32M as of Q1 2026.
Smith Salley Wealth Management bought 1,312 Progressive shares in Q1 2026, an estimated $271K.
Progressive made up 0.12% of Smith Salley Wealth Management's portfolio in Q1 2026, its #113 holding.
Smith Salley Wealth Management first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Smith Salley Wealth Management's Progressive position peaked at $2.57M in Q3 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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