Wallace Capital Management’s Progressive PGR Stock Holding History

Wallace Capital Management’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	$244K	Hold	1,231	–	–	0.03%	65
2025 Q4	$280K	Hold	1,231	–	–	0.03%	62
2025 Q3	$304K	Hold	1,231	–	–	0.04%	61
2025 Q2	$329K	Sell	1,231 -9	-0.7%	-$2.47K	0.04%	57
2025 Q1	$351K	Hold	1,240	–	–	0.04%	60
2024 Q4	$297K	Hold	1,240	–	–	0.04%	60
2024 Q3	$315K	Buy	1,240 +39	+3%	+$9.07K	0.04%	64
2024 Q2	$249K	Hold	1,201	–	–	0.04%	68
2024 Q1	$248K	Buy	+1,201	New	+$223K	0.03%	70

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

Wallace Capital Management's PGR Position: Q1 2026 in Review

Wallace Capital Management held its Progressive (PGR) position steady in Q1 2026 at 1,231 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #65.

Wallace Capital Management first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $351K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Wallace Capital Management held 1,231 shares of Progressive worth $244K as of Q1 2026.
Wallace Capital Management left its Progressive share count unchanged in Q1 2026.
Progressive made up 0.03% of Wallace Capital Management's portfolio in Q1 2026, its #65 holding.
Wallace Capital Management first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Wallace Capital Management's Progressive position peaked at $351K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.