SteelPeak Wealth’s Progressive PGR Stock Holding History

SteelPeak Wealth’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
2025 Q4	–	Sell	-1,556	Closed	-$384K	–	613
2025 Q3	$384K	Sell	1,556 -7,394	-83%	-$1.82M	0.01%	430
2025 Q2	$2.39M	Buy	8,950 +1,365	+18%	+$374K	0.09%	173
2025 Q1	$2.15M	Buy	7,585 +1,919	+34%	+$502K	0.09%	176
2024 Q4	$1.36M	Sell	5,666 -3,027	-35%	-$762K	0.06%	212
2024 Q3	$2.21M	Buy	8,693 +7,658	+740%	+$1.78M	0.1%	162
2024 Q2	$215K	Sell	1,035 -7,706	-88%	-$1.61M	0.01%	451
2024 Q1	$1.81M	Buy	+8,741	New	+$1.62M	0.09%	169
2023 Q3	–	Sell	-13,791	Closed	-$1.83M	–	496
2023 Q2	$1.83M	Buy	+13,791	New	+$1.85M	0.11%	131
2023 Q1	–	Sell	-14,436	Closed	-$1.87M	–	443
2022 Q4	$1.87M	Buy	14,436 +818	+6%	+$104K	0.14%	120
2022 Q3	$1.58M	Buy	+13,618	New	+$1.64M	0.12%	128
2021 Q4	–	Sell	-8,739	Closed	-$790K	–	457
2021 Q3	$790K	Buy	8,739 +1,023	+13%	+$97.5K	0.05%	189
2021 Q2	$758K	Buy	7,716 +205	+3%	+$20.3K	0.05%	206
2021 Q1	$718K	Buy	+7,511	New	+$682K	0.06%	188

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

SteelPeak Wealth's PGR Position: Q4 2025 in Review

SteelPeak Wealth sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,556 shares — an estimated $384K sold.

SteelPeak Wealth first reported a position in PGR in Q1 2021 and held it in 13 quarters. The position peaked at $2.39M in Q2 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

SteelPeak Wealth reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 1,556 Progressive shares in Q4 2025, an estimated $384K.
SteelPeak Wealth first reported a position in Progressive in Q1 2021 and held it in 13 quarters.
SteelPeak Wealth's Progressive position peaked at $2.39M in Q2 2025.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.