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Stiles Financial Services’s Progressive PGR Stock Holding History

Stiles Financial Services’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 		$720K Sell
3,633
-1,086
-23% -$224K 0.22% 98
2025
Q4 		$1.07M Buy
4,719
+1,966
+71% +$444K 0.33% 82
2025
Q3 		$680K Buy
2,753
+1,263
+85% +$311K 0.21% 105
2025
Q2 		$398K Buy
+1,490
New +$408K 0.14% 124

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

Stiles Financial Services's PGR Position: Q1 2026 in Review

Stiles Financial Services reduced its Progressive (PGR) stake by 23% in Q1 2026, selling an estimated $224K and leaving 3,633 shares worth $720K. The position accounts for 0.22% of the portfolio, ranked #98.

Stiles Financial Services first reported a position in PGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Stiles Financial Services held 3,633 shares of Progressive worth $720K as of Q1 2026.
  • Stiles Financial Services sold 1,086 Progressive shares in Q1 2026, an estimated $224K.
  • Progressive made up 0.22% of Stiles Financial Services's portfolio in Q1 2026, its #98 holding.
  • Stiles Financial Services first reported a position in Progressive in Q2 2025 and has held it in 4 quarters since.
  • Stiles Financial Services's Progressive position peaked at $1.07M in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.