SS
PGR icon

Sunbelt Securities’s Progressive PGR Stock Holding History

Sunbelt Securities’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 		$170K Buy
857
+57
+7% +$11.8K 0.01% 686
2025
Q4 		$182K Sell
800
-273
-25% -$61.7K 0.01% 669
2025
Q3 		$265K Buy
1,073
+603
+128% +$149K 0.02% 563
2025
Q2 		$113K Sell
470
-434
-48% -$119K 0.01% 739
2025
Q1 		$256K Buy
904
+434
+92% +$114K 0.02% 502
2024
Q4 		$113K Buy
470
+76
+19% +$19.1K 0.01% 739
2024
Q3 		$100K Buy
394
+132
+50% +$30.7K 0.01% 760
2024
Q2 		$54.5K Buy
262
+46
+21% +$9.63K 0.01% 884
2024
Q1 		$44.7K Hold
216
– – 0.01% 895
2023
Q4 		$34.4K Hold
216
– – ﹤0.01% 896
2023
Q3 		$30K Buy
216
+1
+0.5% +$132 ﹤0.01% 914
2023
Q2 		$28.5K Hold
215
– – ﹤0.01% 932
2023
Q1 		$31K Buy
+215
New +$29.6K 0.01% 850

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

Sunbelt Securities's PGR Position: Q1 2026 in Review

Sunbelt Securities increased its Progressive (PGR) stake by 7.1% in Q1 2026, buying an estimated $11.8K and bringing the position to 857 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #686.

Sunbelt Securities first reported a position in PGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $265K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Sunbelt Securities held 857 shares of Progressive worth $170K as of Q1 2026.
  • Sunbelt Securities bought 57 Progressive shares in Q1 2026, an estimated $11.8K.
  • Progressive made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #686 holding.
  • Sunbelt Securities first reported a position in Progressive in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Progressive position peaked at $265K in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.