TFC Financial Management’s Progressive PGR Stock Holding History

TFC Financial 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	$46K	Buy	232 +3	+1%	+$619	0.01%	283
2025 Q4	$52.2K	Hold	229	–	–	0.01%	269
2025 Q3	$56.6K	Hold	229	–	–	0.01%	259
2025 Q2	$61.1K	Hold	229	–	–	0.01%	245
2025 Q1	$64.8K	Buy	229 +54	+31%	+$14.1K	0.01%	231
2024 Q4	$41.9K	Sell	175 -25	-13%	-$6.29K	0.01%	259
2024 Q3	$50.8K	Buy	200 +173	+641%	+$40.2K	0.01%	252
2024 Q2	$5.61K	Hold	27	–	–	﹤0.01%	379
2024 Q1	$5.58K	Buy	27 +3	+13%	+$557	﹤0.01%	374
2023 Q4	$3.82K	Hold	24	–	–	﹤0.01%	403
2023 Q3	$3.34K	Hold	24	–	–	﹤0.01%	420
2023 Q2	$3.18K	Sell	24 -76	-76%	-$10.2K	﹤0.01%	406
2023 Q1	$14.3K	Buy	100 +88	+733%	+$12.1K	﹤0.01%	342
2022 Q4	$1.56K	Hold	12	–	–	﹤0.01%	422
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	491
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	491
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	500
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	548
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	534
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	536
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	529
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	515
2020 Q3	$1K	Buy	+12	New	+$1.08K	﹤0.01%	483

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TFC Financial Management's PGR Position: Q1 2026 in Review

TFC Financial Management increased its Progressive (PGR) stake by 1.3% in Q1 2026, buying an estimated $619 and bringing the position to 232 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #283.

TFC Financial Management first reported a position in PGR in Q3 2020 and has held it in 23 quarters since. The position peaked at $64.8K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

TFC Financial Management held 232 shares of Progressive worth $46K as of Q1 2026.
TFC Financial Management bought 3 Progressive shares in Q1 2026, an estimated $619.
Progressive made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #283 holding.
TFC Financial Management first reported a position in Progressive in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Progressive position peaked at $64.8K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.