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Union Heritage Capital’s Progressive PGR Stock Holding History

Union Heritage Capital’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 		– Sell
-2,238
Closed -$510K – 65
2025
Q4 		$510K Hold
2,238
– – 0.17% 57
2025
Q3 		$553K Hold
2,238
– – 0.18% 58
2025
Q2 		$597K Hold
2,238
– – 0.21% 57
2025
Q1 		$633K Hold
2,238
– – 0.24% 57
2024
Q4 		$536K Hold
2,238
– – 0.2% 53
2024
Q3 		$568K Hold
2,238
– – 0.21% 53
2024
Q2 		$465K Hold
2,238
– – 0.18% 53
2024
Q1 		$463K Buy
+2,238
New +$415K 0.18% 53

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 $315B AUM 27.84% 1-Year Est. Return

Union Heritage Capital's PGR Position: Q1 2026 in Review

Union Heritage Capital sold out of Progressive (PGR) in Q1 2026, closing a stake of 2,238 shares — an estimated $510K sold.

Union Heritage Capital first reported a position in PGR in Q1 2024 and held it in 8 quarters. The position peaked at $633K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Union Heritage Capital reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Union Heritage Capital sold 2,238 Progressive shares in Q1 2026, an estimated $510K.
  • Union Heritage Capital first reported a position in Progressive in Q1 2024 and held it in 8 quarters.
  • Union Heritage Capital's Progressive position peaked at $633K in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.