Advance Capital Management’s Progressive PGR Stock Holding History

Advance Capital 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	$5.7M	Hold	28,743	–	–	0.22%	27
2025 Q4	$6.55M	Hold	28,743	–	–	0.28%	25
2025 Q3	$7.1M	Sell	28,743 -9	-0%	-$2.22K	0.31%	23
2025 Q2	$7.67M	Sell	28,752 -2	-0%	-$548	0.35%	23
2025 Q1	$8.14M	Buy	28,754 +29	+0.1%	+$7.58K	0.39%	21
2024 Q4	$6.88M	Sell	28,725 -3	-0%	-$755	0.32%	18
2024 Q3	$7.29M	Hold	28,728	–	–	0.32%	18
2024 Q2	$5.97M	Buy	28,728 +76	+0.3%	+$15.9K	0.28%	18
2024 Q1	$5.93M	Buy	28,652 +190	+0.7%	+$35.3K	0.41%	17
2023 Q4	$4.53M	Buy	28,462 +8	+0%	+$1.25K	0.36%	16
2023 Q3	$3.96M	Buy	28,454 +7	+0%	+$921	0.37%	14
2023 Q2	$3.77M	Hold	28,447	–	–	0.43%	16
2023 Q1	$4.07M	Hold	28,447	–	–	0.72%	14
2022 Q4	$3.69M	Hold	28,447	–	–	0.49%	15
2022 Q3	$3.31M	Sell	28,447 -39	-0.1%	-$4.7K	0.4%	15
2022 Q2	$3.31M	Buy	28,486 +39	+0.1%	+$4.42K	0.4%	14
2022 Q1	$3.24M	Hold	28,447	–	–	0.39%	12
2021 Q4	$2.92M	Buy	+28,447	New	+$2.72M	0.6%	12

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 $147M AUM 25.76% 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

Advance Capital Management's PGR Position: Q1 2026 in Review

Advance Capital Management held its Progressive (PGR) position steady in Q1 2026 at 28,743 shares worth $5.7M. The position accounts for 0.22% of the portfolio, ranked #27.

Advance Capital Management first reported a position in PGR in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.14M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Advance Capital Management held 28,743 shares of Progressive worth $5.7M as of Q1 2026.
Advance Capital Management left its Progressive share count unchanged in Q1 2026.
Progressive made up 0.22% of Advance Capital Management's portfolio in Q1 2026, its #27 holding.
Advance Capital Management first reported a position in Progressive in Q4 2021 and has held it in 18 quarters since.
Advance Capital Management's Progressive position peaked at $8.14M in Q1 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.