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Steward Partners Investment Advisory’s Progressive PGR Stock Holding History

Steward Partners Investment Advisory’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 		$7.51M Buy
37,871
+19,769
+109% +$4.08M 0.04% 398
2025
Q4 		$4.12M Sell
18,102
-10,039
-36% -$2.27M 0.02% 533
2025
Q3 		$6.95M Sell
28,141
-1,197
-4% -$295K 0.04% 384
2025
Q2 		$7.83M Sell
29,338
-1,191
-4% -$326K 0.06% 307
2025
Q1 		$8.64M Buy
30,529
+12,793
+72% +$3.35M 0.08% 262
2024
Q4 		$4.25M Buy
17,736
+2,593
+17% +$653K 0.04% 418
2024
Q3 		$3.84M Buy
15,143
+2,641
+21% +$614K 0.04% 437
2024
Q2 		$2.6M Buy
12,502
+1,460
+13% +$306K 0.03% 509
2024
Q1 		$2.28M Buy
11,042
+1,654
+18% +$307K 0.03% 539
2023
Q4 		$1.5M Buy
9,388
+97
+1% +$15.2K 0.02% 593
2023
Q3 		$1.29M Sell
9,291
-19,140
-67% -$2.52M 0.02% 592
2023
Q2 		$3.76M Buy
28,431
+766
+3% +$103K 0.06% 321
2023
Q1 		$3.96M Buy
27,665
+3,324
+14% +$458K 0.06% 306
2022
Q4 		$3.16M Buy
24,341
+8,531
+54% +$1.08M 0.05% 343
2022
Q3 		$1.84M Buy
15,810
+6,328
+67% +$762K 0.03% 458
2022
Q2 		$1.1M Sell
9,482
-277
-3% -$31.4K 0.02% 601
2022
Q1 		$1.11M Buy
9,759
+279
+3% +$30.2K 0.02% 652
2021
Q4 		$973K Sell
9,480
-537
-5% -$51.3K 0.01% 702
2021
Q3 		$905K Sell
10,017
-329
-3% -$31.4K 0.02% 696
2021
Q2 		$1.02M Sell
10,346
-1,031
-9% -$102K 0.02% 661
2021
Q1 		$1.09M Buy
11,377
+1,055
+10% +$95.9K 0.02% 619
2020
Q4 		$1.02M Sell
10,322
-1,163
-10% -$110K 0.02% 552
2020
Q3 		$1.09M Buy
11,485
+956
+9% +$85.9K 0.03% 465
2020
Q2 		$844K Buy
10,529
+2,120
+25% +$165K 0.02% 495
2020
Q1 		$620K Sell
8,409
-621
-7% -$47.9K 0.02% 513
2019
Q4 		$653K Buy
9,030
+100
+1% +$7.21K 0.02% 563
2019
Q3 		$689K Buy
8,930
+448
+5% +$35.2K 0.02% 505
2019
Q2 		$678K Buy
8,482
+1,405
+20% +$109K 0.02% 481
2019
Q1 		$510K Sell
7,077
-1,056
-13% -$72.4K 0.02% 513
2018
Q4 		$490K Sell
8,133
-13,507
-62% -$899K 0.02% 492
2018
Q3 		$1.54M Buy
21,640
+18,236
+536% +$1.17M 0.07% 263
2018
Q2 		$201K Buy
3,404
+1,819
+115% +$111K 0.01% 651
2018
Q1 		$96K Buy
1,585
+1,218
+332% +$69.5K 0.01% 787
2017
Q4 		$20K Buy
367
+221
+151% +$11.4K ﹤0.01% 1115
2017
Q3 		$7K Buy
146
+105
+256% +$4.91K ﹤0.01% 1212
2017
Q2 		$1K Sell
41
-66
-62% -$2.74K ﹤0.01% 1538
2017
Q1 		$4K Sell
107
-142
-57% -$5.42K ﹤0.01% 1187
2016
Q4 		$8K Buy
+249
New +$8.23K ﹤0.01% 598

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

Steward Partners Investment Advisory's PGR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Progressive (PGR) stake by 109% in Q1 2026, buying an estimated $4.08M and bringing the position to 37,871 shares worth $7.51M. The position accounts for 0.04% of the portfolio, ranked #398.

Steward Partners Investment Advisory first reported a position in PGR in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.64M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Steward Partners Investment Advisory held 37,871 shares of Progressive worth $7.51M as of Q1 2026.
  • Steward Partners Investment Advisory bought 19,769 Progressive shares in Q1 2026, an estimated $4.08M.
  • Progressive made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #398 holding.
  • Steward Partners Investment Advisory first reported a position in Progressive in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Progressive position peaked at $8.64M in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.