AIA
PGR icon

Affinity Investment Advisors’s Progressive PGR Stock Holding History

Affinity Investment Advisors’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
2025
Q4 		– Sell
-1,966
Closed -$486K – 152
2025
Q3 		$486K Hold
1,966
– – 0.33% 84
2025
Q2 		$525K Hold
1,966
– – 0.4% 81
2025
Q1 		$556K Sell
1,966
-500
-20% -$131K 0.45% 79
2024
Q4 		$591K Sell
2,466
-412
-14% -$104K 0.49% 74
2024
Q3 		$730K Buy
+2,878
New +$669K 0.5% 72
2020
Q4 		– Sell
-9,964
Closed -$943K – 167
2020
Q3 		$943K Hold
9,964
– – 0.41% 62
2020
Q2 		$798K Buy
+9,964
New +$778K 0.38% 72

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Affinity Investment Advisors's PGR Position: Q4 2025 in Review

Affinity Investment Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,966 shares — an estimated $486K sold.

Affinity Investment Advisors first reported a position in PGR in Q2 2020 and held it in 7 quarters. The position peaked at $943K in Q3 2020. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Affinity Investment Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,966 Progressive shares in Q4 2025, an estimated $486K.
  • Affinity Investment Advisors first reported a position in Progressive in Q2 2020 and held it in 7 quarters.
  • Affinity Investment Advisors's Progressive position peaked at $943K in Q3 2020.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Affinity Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.