Annis Gardner Whiting Capital Advisors’s Progressive PGR Stock Holding History

Annis Gardner Whiting Capital 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
2026 Q1	$2.76M	Buy	13,903 +282	+2%	+$58.2K	0.44%	33
2025 Q4	$3.1M	Sell	13,621 -6	-0%	-$1.35K	0.59%	22
2025 Q3	$3.37M	Sell	13,627 -326	-2%	-$80.4K	0.69%	18
2025 Q2	$3.72M	Sell	13,953 -387	-3%	-$106K	1.29%	11
2025 Q1	$4.06M	Sell	14,340 -1,963	-12%	-$513K	1.72%	8
2024 Q4	$3.91M	Sell	16,303 -348	-2%	-$87.6K	1.09%	12
2024 Q3	$4.23M	Sell	16,651 -273	-2%	-$63.5K	1.19%	12
2024 Q2	$3.52M	Buy	16,924 +214	+1%	+$44.8K	1%	13
2024 Q1	$3.46M	Buy	16,710 +4,641	+38%	+$861K	1.24%	11
2023 Q4	$1.92M	Sell	12,069 -378	-3%	-$59.2K	0.85%	14
2023 Q3	$1.73M	Buy	+12,447	New	+$1.64M	0.92%	13

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 $137B AUM 18.02% 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

Annis Gardner Whiting Capital Advisors's PGR Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Progressive (PGR) stake by 2.1% in Q1 2026, buying an estimated $58.2K and bringing the position to 13,903 shares worth $2.76M. The position accounts for 0.44% of the portfolio, ranked #33.

Annis Gardner Whiting Capital Advisors first reported a position in PGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.23M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 13,903 shares of Progressive worth $2.76M as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 282 Progressive shares in Q1 2026, an estimated $58.2K.
Progressive made up 0.44% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #33 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Progressive in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Progressive position peaked at $4.23M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.