Atlas Capital Advisors’s Progressive PGR Stock Holding History

Atlas 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	$138K	Buy	+698	New	+$144K	0.02%	477
2022 Q3	–	Sell	-60	Closed	-$6.98K	–	978
2022 Q2	$6.98K	Hold	60	–	–	﹤0.01%	804
2022 Q1	$6.84K	Sell	60 -12	-17%	-$1.3K	﹤0.01%	757
2021 Q4	$7.39K	Sell	72 -2,238	-97%	-$214K	﹤0.01%	760
2021 Q3	$209K	Sell	2,310 -37	-2%	-$3.53K	0.03%	341
2021 Q2	$230K	Buy	2,347 +12	+0.5%	+$1.19K	0.04%	334
2021 Q1	$223K	Sell	2,335 -3,565	-60%	-$324K	0.04%	312
2020 Q4	$583K	Buy	5,900 +3,662	+164%	+$346K	0.12%	158
2020 Q3	$212K	Sell	2,238 -1,656	-43%	-$149K	0.05%	281
2020 Q2	$312K	Sell	3,894 -78	-2%	-$6.09K	0.07%	242
2020 Q1	$293K	Sell	3,972 -14,794	-79%	-$1.14M	0.09%	215
2019 Q4	$1.36M	Sell	18,766 -891	-5%	-$64.2K	0.34%	75
2019 Q3	$1.52M	Buy	19,657 +1,174	+6%	+$92.3K	0.46%	57
2019 Q2	$1.48M	Buy	18,483 +519	+3%	+$40.1K	0.49%	48
2019 Q1	$1.3M	Sell	17,964 -237	-1%	-$16.2K	0.47%	56
2018 Q4	$1.1M	Buy	18,201 +3,391	+23%	+$226K	0.44%	58
2018 Q3	$1.05M	Hold	14,810	–	–	0.35%	77
2018 Q2	$880K	Sell	14,810 -1,946	-12%	-$119K	0.31%	94
2018 Q1	$1.02M	Buy	+16,756	New	+$957K	0.31%	95

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

Atlas Capital Advisors's PGR Position: Q1 2026 in Review

Atlas Capital Advisors opened a new position in Progressive (PGR) in Q1 2026: 698 shares worth $138K. The stake represents 0.02% of the portfolio and ranks #477 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in PGR as recently as Q2 2022.

Atlas Capital Advisors first reported a position in PGR in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.52M in Q3 2019. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Atlas Capital Advisors held 698 shares of Progressive worth $138K as of Q1 2026.
Progressive was a new Atlas Capital Advisors position in Q1 2026.
Progressive made up 0.02% of Atlas Capital Advisors's portfolio in Q1 2026, its #477 holding.
Atlas Capital Advisors first reported a position in Progressive in Q1 2018 and has held it in 19 quarters since.
Atlas Capital Advisors's Progressive position peaked at $1.52M in Q3 2019.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.