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TritonPoint Wealth’s Progressive PGR Stock Holding History

TritonPoint Wealth’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 		$308K Buy
1,552
+49
+3% +$10.1K 0.03% 219
2025
Q4 		$342K Sell
1,503
-332
-18% -$75K 0.03% 209
2025
Q3 		$453K Buy
1,835
+106
+6% +$26.1K 0.04% 237
2025
Q2 		$461K Sell
1,729
-28
-2% -$7.67K 0.04% 227
2025
Q1 		$497K Buy
1,757
+52
+3% +$13.6K 0.05% 214
2024
Q4 		$409K Buy
1,705
+194
+13% +$48.8K 0.04% 231
2024
Q3 		$380K Sell
1,511
-197
-12% -$45.8K 0.03% 244
2024
Q2 		$355K Buy
1,708
+96
+6% +$20.1K 0.03% 236
2024
Q1 		$254K Sell
1,612
-504
-24% -$93.5K 0.03% 286
2023
Q4 		$337K Buy
+2,116
New +$331K 0.03% 255

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

TritonPoint Wealth's PGR Position: Q1 2026 in Review

TritonPoint Wealth increased its Progressive (PGR) stake by 3.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,552 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #219.

TritonPoint Wealth first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $497K in Q1 2025. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • TritonPoint Wealth held 1,552 shares of Progressive worth $308K as of Q1 2026.
  • TritonPoint Wealth bought 49 Progressive shares in Q1 2026, an estimated $10.1K.
  • Progressive made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #219 holding.
  • TritonPoint Wealth first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Progressive position peaked at $497K in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.