Back to PGR
Smallwood Wealth Investment Management, LLC → PGR
Smallwood Wealth Investment Management, LLC PGR Position History
The Progressive Corporation • Financial Services
Quarters held
6
Latest value
$1K
Q3 2026
Peak value
$11.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3K |
| Q1 2026 | $2K |
| Q2 2026 | $11.1M |
| Q2 2026 | $1K |
| Q3 2026 | $11.7M |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 5 | — | — |
| Q3 2026 | $11.7M | 212.2K | — | — |
| Q2 2026 | $1K | 5 | — | — |
| Q2 2026 | $11.1M | 202.5K | — | — |
| Q1 2026 | $2K | 11 | — | — |
| Q4 2025 | $3K | 11 | — | — |
Other funds holding PGR
$14.5B
$13.8B
$12.1B
$11.3B
$7.3B
$6.9B
$6.4B
$6.3B