WBI Investments’s Progressive PGR Stock Holding History

WBI Investments’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	$1.11M	Buy	+5,586	New	+$1.15M	0.31%	98
2025 Q3	–	Sell	-1,293	Closed	-$345K	–	353
2025 Q2	$345K	Sell	1,293 -4,255	-77%	-$1.17M	0.09%	199
2025 Q1	$1.57M	Buy	+5,548	New	+$1.45M	0.41%	72
2024 Q3	–	Sell	-12,242	Closed	-$2.54M	–	264
2024 Q2	$2.54M	Buy	+12,242	New	+$2.56M	0.62%	50
2024 Q1	–	Sell	-5,618	Closed	-$895K	–	230
2023 Q4	$895K	Buy	+5,618	New	+$880K	0.18%	120
2021 Q2	–	Sell	-46,268	Closed	-$4.42M	–	225
2021 Q1	$4.42M	Buy	+46,268	New	+$4.2M	0.69%	29
2020 Q4	–	Sell	-22,307	Closed	-$2.11M	–	190
2020 Q3	$2.11M	Buy	+22,307	New	+$2M	0.32%	57
2019 Q4	–	Sell	-26,927	Closed	-$2.08M	–	241
2019 Q3	$2.08M	Sell	26,927 -9,270	-26%	-$729K	0.2%	99
2019 Q2	$2.89M	Sell	36,197 -305,709	-89%	-$23.6M	0.25%	83
2019 Q1	$24.6M	Buy	+341,906	New	+$23.4M	1.89%	10
2018 Q4	–	Sell	-24,527	Closed	-$1.74M	–	202
2018 Q3	$1.74M	Buy	+24,527	New	+$1.58M	0.09%	154
2017 Q3	–	Sell	-73,557	Closed	-$3.24M	–	358
2017 Q2	$3.24M	Buy	+73,557	New	+$3.06M	0.14%	113
2016 Q2	–	Sell	-671,036	Closed	-$23.6M	–	187
2016 Q1	$23.6M	Buy	+671,036	New	+$21.4M	0.88%	32
2014 Q4	–	Sell	-578,158	Closed	-$14.6M	–	229
2014 Q3	$14.6M	Buy	+578,158	New	+$14.2M	0.43%	55

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

WBI Investments's PGR Position: Q1 2026 in Review

WBI Investments opened a new position in Progressive (PGR) in Q1 2026: 5,586 shares worth $1.11M. The stake represents 0.31% of the portfolio and ranks #98 among its holdings. This is a return to the name: WBI Investments previously reported a position in PGR as recently as Q2 2025.

WBI Investments first reported a position in PGR in Q3 2014 and has held it in 14 quarters since. The position peaked at $24.6M in Q1 2019. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

WBI Investments held 5,586 shares of Progressive worth $1.11M as of Q1 2026.
Progressive was a new WBI Investments position in Q1 2026.
Progressive made up 0.31% of WBI Investments's portfolio in Q1 2026, its #98 holding.
WBI Investments first reported a position in Progressive in Q3 2014 and has held it in 14 quarters since.
WBI Investments's Progressive position peaked at $24.6M in Q1 2019.
1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

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