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Synergy Investment Management’s Progressive PGR Stock Holding History

Synergy Investment Management’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 		$9.26K Buy
+47
New +$9.7K ﹤0.01% 506
2025
Q2 		– Sell
-26
Closed -$7.36K – 428
2025
Q1 		$7.36K Buy
+26
New +$6.8K ﹤0.01% 408

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

Synergy Investment Management's PGR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Progressive (PGR) in Q1 2026: 47 shares worth $9.26K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in PGR as recently as Q1 2025.

Synergy Investment Management first reported a position in PGR in Q1 2025 and has held it in 2 quarters since. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Synergy Investment Management held 47 shares of Progressive worth $9.26K as of Q1 2026.
  • Progressive was a new Synergy Investment Management position in Q1 2026.
  • Progressive made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #506 holding.
  • Synergy Investment Management first reported a position in Progressive in Q1 2025 and has held it in 2 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.