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Avestar Capital’s Progressive PGR Stock Holding History

Avestar Capital’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
Q2 		$832K Sell
3,809
-572
-13% -$115K 0.05% 275
2026
Q1 		$869K Buy
4,381
+532
+14% +$110K 0.06% 251
2025
Q4 		$877K Sell
3,849
-78
-2% -$17.6K 0.06% 241
2025
Q3 		$970K Sell
3,927
-668
-15% -$165K 0.06% 221
2025
Q2 		$1.23M Buy
4,595
+353
+8% +$96.8K 0.08% 174
2025
Q1 		$1.2M Buy
4,242
+901
+27% +$236K 0.1% 165
2024
Q4 		$801K Buy
3,341
+271
+9% +$68.2K 0.07% 208
2024
Q3 		$779K Buy
3,070
+211
+7% +$49.1K 0.08% 193
2024
Q2 		$594K Buy
2,859
+256
+10% +$53.6K 0.06% 223
2024
Q1 		$538K Buy
2,603
+504
+24% +$93.5K 0.06% 230
2023
Q4 		$334K Buy
2,099
+421
+25% +$65.9K 0.04% 276
2023
Q3 		$234K Buy
1,678
+38
+2% +$5K 0.03% 300
2023
Q2 		$217K Sell
1,640
-86
-5% -$11.5K 0.03% 298
2023
Q1 		$247K Buy
1,726
+128
+8% +$17.6K 0.04% 264
2022
Q4 		$207K Buy
+1,598
New +$202K 0.04% 273
2019
Q3 		– Sell
-263
Closed -$16K – 647
2019
Q2 		$16K Buy
263
+90
+52% +$6.96K 0.01% 432
2019
Q1 		$10K Buy
173
+93
+116% +$6.37K 0.01% 481
2018
Q4 		$3K Buy
80
+18
+29% +$1.2K ﹤0.01% 596
2018
Q3 		$4K Buy
62
+10
+19% +$643 ﹤0.01% 576
2018
Q2 		$2K Buy
52
+3
+6% +$184 ﹤0.01% 694
2018
Q1 		$2K Hold
49
– – ﹤0.01% 645
2017
Q4 		$2K Buy
+49
New +$2.54K ﹤0.01% 641

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Avestar Capital's PGR Position: Q2 2026 in Review

Avestar Capital reduced its Progressive (PGR) stake by 13% in Q2 2026, selling an estimated $115K and leaving 3,809 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #275.

Avestar Capital first reported a position in PGR in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.23M in Q2 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Avestar Capital held 3,809 shares of Progressive worth $832K as of Q2 2026.
  • Avestar Capital sold 572 Progressive shares in Q2 2026, an estimated $115K.
  • Progressive made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #275 holding.
  • Avestar Capital first reported a position in Progressive in Q4 2017 and has held it in 22 quarters since.
  • Avestar Capital's Progressive position peaked at $1.23M in Q2 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.