Strategic Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $352K | Sell |
1,773
-72
| -4% | -$14.9K | 0.02% | 236 |
|
|
2025
Q4 | $420K | Buy |
1,845
+37
| +2% | +$8.36K | 0.03% | 225 |
|
|
2025
Q3 | $446K | Sell |
1,808
-2,994
| -62% | -$738K | 0.03% | 242 |
|
|
2025
Q2 | $1.28M | Buy |
+4,802
| New | +$1.32M | 0.1% | 131 |
|
|
2024
Q4 | $1.29M | Sell |
4,926
-393
| -7% | -$98.9K | 0.11% | 129 |
|
|
2024
Q3 | $1.35M | Buy |
5,319
+627
| +13% | +$146K | 0.13% | 124 |
|
|
2024
Q2 | $975K | Buy |
4,692
+104
| +2% | +$21.8K | 0.1% | 141 |
|
|
2024
Q1 | $949K | Buy |
4,588
+18
| +0.4% | +$3.34K | 0.1% | 137 |
|
|
2023
Q4 | $728K | Sell |
4,570
-3,609
| -44% | -$565K | 0.09% | 153 |
|
|
2023
Q3 | $1.14M | Sell |
8,179
-242
| -3% | -$31.8K | 0.15% | 145 |
|
|
2023
Q2 | $1.11M | Buy |
8,421
+759
| +10% | +$102K | 0.14% | 147 |
|
|
2023
Q1 | $1.1M | Buy |
7,662
+67
| +0.9% | +$9.24K | 0.17% | 126 |
|
|
2022
Q4 | $985K | Sell |
7,595
-11
| -0.1% | -$1.39K | 0.18% | 121 |
|
|
2022
Q3 | $884K | Sell |
7,606
-176
| -2% | -$21.2K | 0.19% | 133 |
|
|
2022
Q2 | $905K | Buy |
7,782
+544
| +8% | +$61.7K | 0.2% | 122 |
|
|
2022
Q1 | $825K | Buy |
7,238
+4,612
| +176% | +$499K | 0.16% | 143 |
|
|
2021
Q4 | $270K | Sell |
2,626
-1,509
| -36% | -$144K | 0.05% | 239 |
|
|
2021
Q3 | $374K | Sell |
4,135
-3,809
| -48% | -$363K | 0.11% | 194 |
|
|
2021
Q2 | $780K | Sell |
7,944
-101
| -1% | -$9.99K | 0.25% | 99 |
|
|
2021
Q1 | $769K | Sell |
8,045
-6,112
| -43% | -$555K | 0.31% | 84 |
|
|
2020
Q4 | $1.4M | Buy |
14,157
+164
| +1% | +$15.5K | 0.59% | 43 |
|
|
2020
Q3 | $1.32M | Sell |
13,993
-934
| -6% | -$83.9K | 0.67% | 41 |
|
|
2020
Q2 | $1.2M | Sell |
14,927
-7,371
| -33% | -$575K | 0.62% | 47 |
|
|
2020
Q1 | $1.61M | Hold |
22,298
| – | – | 0.84% | 29 |
|
|
2019
Q4 | $1.61M | Sell |
22,298
-3,949
| -15% | -$285K | 0.84% | 29 |
|
|
2019
Q3 | $52.2K | Buy |
26,247
+12,082
| +85% | +$950K | 0.27% | 80 |
|
|
2019
Q2 | $1.13M | Buy |
14,165
+264
| +2% | +$20.4K | 0.55% | 54 |
|
|
2019
Q1 | $1.01M | Sell |
13,901
-5,024
| -27% | -$344K | 0.46% | 67 |
|
|
2018
Q4 | $1.17M | Buy |
18,925
+10,094
| +114% | +$672K | 0.59% | 43 |
|
|
2018
Q3 | $627K | Buy |
8,831
+8,747
| +10,413% | +$563K | 0.33% | 83 |
|
|
2018
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 642 |
|
|
2017
Q4 | $5K | Buy |
+84
| New | +$4.35K | ﹤0.01% | 615 |
|
Other funds holding PGR
VCM
DAM
Strategic Wealth Partners's PGR Position: Q1 2026 in Review
Strategic Wealth Partners reduced its Progressive (PGR) stake by 3.9% in Q1 2026, selling an estimated $14.9K and leaving 1,773 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #236.
Strategic Wealth Partners first reported a position in PGR in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.61M in Q1 2020. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.
- Strategic Wealth Partners held 1,773 shares of Progressive worth $352K as of Q1 2026.
- Strategic Wealth Partners sold 72 Progressive shares in Q1 2026, an estimated $14.9K.
- Progressive made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #236 holding.
- Strategic Wealth Partners first reported a position in Progressive in Q4 2017 and has held it in 33 quarters since.
- Strategic Wealth Partners's Progressive position peaked at $1.61M in Q1 2020.
- 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.