Sovereign's Capital Management’s Progressive PGR Stock Holding History

Sovereign's Capital 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	$2.84M	Sell	14,352 -504	-3%	-$104K	2.09%	18
2025 Q4	$3.38M	Sell	14,856 -861	-5%	-$194K	2.05%	21
2025 Q3	$3.88M	Sell	15,717 -73	-0.5%	-$18K	2.11%	21
2025 Q2	$4.21M	Buy	15,790 +1,280	+9%	+$351K	2.25%	15
2025 Q1	$4.11M	Sell	14,510 -1,387	-9%	-$363K	2.44%	13
2024 Q4	$3.81M	Buy	+15,897	New	+$4M	2.43%	13

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

Sovereign's Capital Management's PGR Position: Q1 2026 in Review

Sovereign's Capital Management reduced its Progressive (PGR) stake by 3.4% in Q1 2026, selling an estimated $104K and leaving 14,352 shares worth $2.84M. The position accounts for 2.09% of the portfolio, ranked #18.

Sovereign's Capital Management first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.21M in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Sovereign's Capital Management held 14,352 shares of Progressive worth $2.84M as of Q1 2026.
Sovereign's Capital Management sold 504 Progressive shares in Q1 2026, an estimated $104K.
Progressive made up 2.09% of Sovereign's Capital Management's portfolio in Q1 2026, its #18 holding.
Sovereign's Capital Management first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
Sovereign's Capital Management's Progressive position peaked at $4.21M in Q2 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sovereign's Capital Management's 13F filing for Q1 2026, filed 15 May 2026.