WJWM
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Williams Jones Wealth Management’s Progressive PGR Stock Holding History

Williams Jones 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 		$32.7M Sell
164,915
-1,115
-0.7% -$230K 0.4% 53
2025
Q4 		$37.8M Sell
166,030
-2,518
-1% -$569K 0.43% 55
2025
Q3 		$41.6M Sell
168,548
-5,996
-3% -$1.48M 0.48% 48
2025
Q2 		$46.6M Sell
174,544
-10,831
-6% -$2.97M 0.56% 44
2025
Q1 		$52.5M Sell
185,375
-1,362
-0.7% -$356K 0.67% 44
2024
Q4 		$44.7M Sell
186,737
-3,062
-2% -$771K 0.54% 43
2024
Q3 		$48.2M Sell
189,799
-649
-0.3% -$151K 0.56% 42
2024
Q2 		$39.6M Buy
190,448
+1,218
+0.6% +$255K 0.49% 43
2024
Q1 		$39.1M Sell
189,230
-446
-0.2% -$82.8K 0.5% 45
2023
Q4 		$30.2M Sell
189,676
-924
-0.5% -$145K 0.42% 51
2023
Q3 		$26.6M Sell
190,600
-146
-0.1% -$19.2K 0.41% 51
2023
Q2 		$25.2M Buy
190,746
+2,258
+1% +$303K 0.38% 56
2023
Q1 		$27M Sell
188,488
-2,838
-1% -$391K 0.42% 49
2022
Q4 		$24.8M Sell
191,326
-1,328
-0.7% -$168K 0.42% 54
2022
Q3 		$22.4M Sell
192,654
-6,292
-3% -$758K 0.39% 56
2022
Q2 		$23.1M Sell
198,946
-1,400
-0.7% -$159K 0.37% 55
2022
Q1 		$22.8M Sell
200,346
-2,689
-1% -$291K 0.32% 62
2021
Q4 		$20.8M Sell
203,035
-4,982
-2% -$476K 0.26% 71
2021
Q3 		$18.8M Buy
208,017
+3,774
+2% +$360K 0.26% 73
2021
Q2 		$20.1M Buy
204,243
+11,440
+6% +$1.13M 0.28% 68
2021
Q1 		$18.4M Buy
192,803
+5,145
+3% +$467K 0.29% 66
2020
Q4 		$18.6M Buy
187,658
+64,407
+52% +$6.09M 0.3% 64
2020
Q3 		$11.7M Buy
123,251
+2,601
+2% +$234K 0.22% 76
2020
Q2 		$9.66M Buy
120,650
+6,710
+6% +$524K 0.2% 80
2020
Q1 		$8.41M Buy
+113,940
New +$8.78M 0.22% 74

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 $147M AUM 25.76% 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

Williams Jones Wealth Management's PGR Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Progressive (PGR) stake by 0.67% in Q1 2026, selling an estimated $230K and leaving 164,915 shares worth $32.7M. The position accounts for 0.4% of the portfolio, ranked #53.

Williams Jones Wealth Management first reported a position in PGR in Q1 2020 and has held it in 25 quarters since. The position peaked at $52.5M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Williams Jones Wealth Management held 164,915 shares of Progressive worth $32.7M as of Q1 2026.
  • Williams Jones Wealth Management sold 1,115 Progressive shares in Q1 2026, an estimated $230K.
  • Progressive made up 0.4% of Williams Jones Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Williams Jones Wealth Management first reported a position in Progressive in Q1 2020 and has held it in 25 quarters since.
  • Williams Jones Wealth Management's Progressive position peaked at $52.5M in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.