James Reed Financial Services, Inc. PGR PROGRESSIVE CORP

Ownership history in James Reed Financial Services, Inc.  ·  10 quarters on record

AI Ownership Summary

James Reed Financial Services, Inc. reported PROGRESSIVE CORP (PGR) in 10 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.07% in 2025 Q1. The latest visible filing shows PGR at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was James Reed Financial Services, Inc.'s position in PROGRESSIVE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PGR was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How James Reed Financial Services, Inc. held PGR — position size vs. price
% of Fund (quarterly)    PGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,440 0% 0.59% $682K 2026-04-21 $207.50
2025 Q4 ADDED 3,440 +2 +0.1% 0.63% $783K 2026-01-14 $205.39
2025 Q3 REDUCED 3,438 -7 -0.2% 0.76% $849K 2025-10-16 $208.39
2025 Q2 ADDED 3,445 +37 +1.1% 0.83% $919K 2025-07-22 $232.38
2025 Q1 UNCHANGED 3,408 0% 1.07% $964K 2025-04-17 $249.27
2024 Q4 REDUCED 9.6% +20.4% 3,408 -362 -9.6% 0.85% $817K 2025-02-06 $235.95
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About James Reed Financial Services, Inc. and PGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has James Reed Financial Services, Inc. reported owning PGR?

James Reed Financial Services, Inc. reported PGR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PGR position in James Reed Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for PGR was 1.07% in 2025 Q1.

What is the latest reported PGR position on this page?

The most recent filing on this page is 2026 Q1, when James Reed Financial Services, Inc. reported 3,440 shares, equal to 0.59% of portfolio, with an estimated market value of $682K.

What does the chart on this PGR ownership page compare?

The chart compares James Reed Financial Services, Inc.'s quarterly PGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did James Reed Financial Services, Inc. time their PGR position?

Based on 13F filing dates vs. subsequent PGR price moves, James Reed Financial Services, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on PGR relative to SPY over the holding period was -2.5%.

← Back to James Reed Financial Services, Inc. Holdings