ViaWealth’s Progressive PGR Stock Holding History

ViaWealth’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	$776K	Sell	3,913 -30	-0.8%	-$6.19K	0.43%	66
2025 Q4	$898K	Sell	3,943 -279	-7%	-$63K	0.5%	56
2025 Q3	$1.04M	Buy	4,222 +179	+4%	+$44.1K	0.57%	50
2025 Q2	$1.08M	Sell	4,043 -196	-5%	-$53.7K	0.64%	48
2025 Q1	$1.2M	Sell	4,239 -57	-1%	-$14.9K	0.74%	37
2024 Q4	$1.03M	Hold	4,296	–	–	0.62%	46
2024 Q3	$1.09M	Hold	4,296	–	–	0.64%	45
2024 Q2	$892K	Sell	4,296 -150	-3%	-$31.4K	0.55%	51
2024 Q1	$919K	Hold	4,446	–	–	0.57%	54
2023 Q4	$708K	Buy	4,446 +1	+0%	+$157	0.49%	72
2023 Q3	$619K	Sell	4,445 -44	-1%	-$5.79K	0.45%	75
2023 Q2	$594K	Buy	4,489 +44	+1%	+$5.9K	0.44%	75
2023 Q1	$636K	Sell	4,445 -150	-3%	-$20.7K	0.5%	70
2022 Q4	$607K	Buy	+4,595	New	+$582K	0.5%	72

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 $147M AUM 25.76% 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

ViaWealth's PGR Position: Q1 2026 in Review

ViaWealth reduced its Progressive (PGR) stake by 0.76% in Q1 2026, selling an estimated $6.19K and leaving 3,913 shares worth $776K. The position accounts for 0.43% of the portfolio, ranked #66.

ViaWealth first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

ViaWealth held 3,913 shares of Progressive worth $776K as of Q1 2026.
ViaWealth sold 30 Progressive shares in Q1 2026, an estimated $6.19K.
Progressive made up 0.43% of ViaWealth's portfolio in Q1 2026, its #66 holding.
ViaWealth first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Progressive position peaked at $1.2M in Q1 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.