Western Wealth Management’s Progressive PGR Stock Holding History

Western Wealth 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	$1.5M	Buy	7,590 +1,104	+17%	+$228K	0.06%	335
2025 Q4	$1.48M	Buy	6,486 +138	+2%	+$31.2K	0.07%	270
2025 Q3	$1.57M	Buy	6,348 +157	+3%	+$38.7K	0.08%	223
2025 Q2	$1.65M	Sell	6,191 -57	-0.9%	-$15.6K	0.1%	200
2025 Q1	$1.77M	Sell	6,248 -131	-2%	-$34.3K	0.12%	174
2024 Q4	$1.53M	Sell	6,379 -2,240	-26%	-$564K	0.1%	184
2024 Q3	$2.19M	Buy	8,619 +2,993	+53%	+$696K	0.12%	175
2024 Q2	$1.17M	Buy	5,626 +226	+4%	+$47.3K	0.09%	205
2024 Q1	$1.12M	Buy	5,400 +235	+5%	+$43.6K	0.09%	212
2023 Q4	$823K	Buy	5,165 +295	+6%	+$46.2K	0.06%	311
2023 Q3	$678K	Buy	4,870 +62	+1%	+$8.15K	0.06%	321
2023 Q2	$636K	Buy	4,808 +206	+4%	+$27.6K	0.05%	327
2023 Q1	$658K	Buy	4,602 +944	+26%	+$130K	0.06%	307
2022 Q4	$475K	Sell	3,658 -1,977	-35%	-$251K	0.05%	349
2022 Q3	$656K	Sell	5,635 -285	-5%	-$34.3K	0.04%	404
2022 Q2	$691K	Sell	5,920 -82	-1%	-$9.3K	0.04%	387
2022 Q1	$685K	Buy	6,002 +2,482	+71%	+$268K	0.03%	436
2021 Q4	$360K	Buy	+3,520	New	+$336K	0.04%	411
2021 Q2	$236K	Buy	+2,394	New	+$237K	0.02%	556

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

Western Wealth Management's PGR Position: Q1 2026 in Review

Western Wealth Management increased its Progressive (PGR) stake by 17% in Q1 2026, buying an estimated $228K and bringing the position to 7,590 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #335.

Western Wealth Management first reported a position in PGR in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Western Wealth Management held 7,590 shares of Progressive worth $1.5M as of Q1 2026.
Western Wealth Management bought 1,104 Progressive shares in Q1 2026, an estimated $228K.
Progressive made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #335 holding.
Western Wealth Management first reported a position in Progressive in Q2 2021 and has held it in 19 quarters since.
Western Wealth Management's Progressive position peaked at $2.19M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.