Twin Peaks Wealth Advisors’s Progressive PGR Stock Holding History

Twin Peaks Wealth Advisors’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	$110K	Buy	+555	New	+$115K	0.03%	273
2025 Q3	–	Sell	-471	Closed	-$115K	–	1546
2025 Q2	$115K	Buy	+471	New	+$129K	0.04%	216

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

Twin Peaks Wealth Advisors's PGR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Progressive (PGR) in Q1 2026: 555 shares worth $110K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PGR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PGR in Q2 2025 and has held it in 2 quarters since. The position peaked at $115K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Twin Peaks Wealth Advisors held 555 shares of Progressive worth $110K as of Q1 2026.
Progressive was a new Twin Peaks Wealth Advisors position in Q1 2026.
Progressive made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #273 holding.
Twin Peaks Wealth Advisors first reported a position in Progressive in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Progressive position peaked at $115K in Q2 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.