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Waverly Advisors’s Progressive PGR Stock Holding History

Waverly 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 		$12.7M Buy
63,934
+31,897
+100% +$6.58M 0.09% 212
2025
Q4 		$7.3M Buy
32,037
+2,171
+7% +$490K 0.06% 302
2025
Q3 		$7.38M Sell
29,866
-541
-2% -$133K 0.07% 255
2025
Q2 		$8.11M Buy
30,407
+270
+0.9% +$74K 0.09% 219
2025
Q1 		$8.53M Buy
30,137
+24,905
+476% +$6.51M 0.1% 203
2024
Q4 		$1.25M Buy
5,232
+2,663
+104% +$670K 0.02% 477
2024
Q3 		$652K Sell
2,569
-495
-16% -$115K 0.01% 531
2024
Q2 		$636K Buy
+3,064
New +$641K 0.01% 522
2016
Q1 		– Sell
-7,200
Closed -$229K – 118
2015
Q4 		$229K Buy
+7,200
New +$229K 0.1% 112
2014
Q1 		– Sell
-7,200
Closed -$196K – 804
2013
Q4 		$196K Hold
7,200
– – 0.07% 153
2013
Q3 		$196K Buy
+7,200
New +$187K 0.1% 103

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

Waverly Advisors's PGR Position: Q1 2026 in Review

Waverly Advisors increased its Progressive (PGR) stake by 100% in Q1 2026, buying an estimated $6.58M and bringing the position to 63,934 shares worth $12.7M. The position accounts for 0.09% of the portfolio, ranked #212.

Waverly Advisors first reported a position in PGR in Q3 2013 and has held it in 11 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Waverly Advisors held 63,934 shares of Progressive worth $12.7M as of Q1 2026.
  • Waverly Advisors bought 31,897 Progressive shares in Q1 2026, an estimated $6.58M.
  • Progressive made up 0.09% of Waverly Advisors's portfolio in Q1 2026, its #212 holding.
  • Waverly Advisors first reported a position in Progressive in Q3 2013 and has held it in 11 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.