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Triad Wealth Partners’s Progressive PGR Stock Holding History

Triad Wealth Partners’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 		$255K Buy
1,287
+238
+23% +$49.1K 0.02% 427
2025
Q4 		$239K Buy
1,049
+100
+11% +$22.6K 0.02% 429
2025
Q3 		$234K Buy
+949
New +$234K 0.03% 333
2024
Q3 		– Sell
-7
Closed -$1.45K – 663
2024
Q2 		$1.45K Buy
+7
New +$1.47K ﹤0.01% 813

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 $147M AUM 25.76% 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

Triad Wealth Partners's PGR Position: Q1 2026 in Review

Triad Wealth Partners increased its Progressive (PGR) stake by 23% in Q1 2026, buying an estimated $49.1K and bringing the position to 1,287 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #427.

Triad Wealth Partners first reported a position in PGR in Q2 2024 and has held it in 4 quarters since. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Triad Wealth Partners held 1,287 shares of Progressive worth $255K as of Q1 2026.
  • Triad Wealth Partners bought 238 Progressive shares in Q1 2026, an estimated $49.1K.
  • Progressive made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #427 holding.
  • Triad Wealth Partners first reported a position in Progressive in Q2 2024 and has held it in 4 quarters since.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.