Burney Company’s Progressive PGR Stock Holding History

Burney Company’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	$486K	Sell	2,224 -67	-3%	-$13.5K	0.01%	467
2026 Q1	$454K	Sell	2,291 -1,184	-34%	-$244K	0.01%	447
2025 Q4	$791K	Sell	3,475 -9	-0.3%	-$2.03K	0.02%	364
2025 Q3	$860K	Sell	3,484 -516	-13%	-$127K	0.03%	334
2025 Q2	$1.07M	Sell	4,000 -140	-3%	-$38.4K	0.04%	303
2025 Q1	$1.17M	Sell	4,140 -2,607	-39%	-$682K	0.04%	293
2024 Q4	$1.62M	Sell	6,747 -4,015	-37%	-$1.01M	0.06%	247
2024 Q3	$2.73M	Buy	10,762 +4,426	+70%	+$1.03M	0.1%	182
2024 Q2	$1.32M	Sell	6,336 -150	-2%	-$31.4K	0.05%	283
2024 Q1	$1.34M	Sell	6,486 -63	-1%	-$11.7K	0.05%	291
2023 Q4	$1.04M	Hold	6,549	–	–	0.04%	324
2023 Q3	$912K	Hold	6,549	–	–	0.04%	322
2023 Q2	$867K	Sell	6,549 -60	-0.9%	-$8.04K	0.04%	335
2023 Q1	$945K	Hold	6,609	–	–	0.05%	319
2022 Q4	$857K	Hold	6,609	–	–	0.04%	319
2022 Q3	$768K	Hold	6,609	–	–	0.04%	345
2022 Q2	$768K	Hold	6,609	–	–	0.04%	342
2022 Q1	$753K	Sell	6,609 -450	-6%	-$48.7K	0.03%	368
2021 Q4	$725K	Hold	7,059	–	–	0.03%	378
2021 Q3	$638K	Sell	7,059 -50	-0.7%	-$4.76K	0.03%	383
2021 Q2	$698K	Hold	7,109	–	–	0.03%	380
2021 Q1	$680K	Sell	7,109 -1,410	-17%	-$128K	0.03%	366
2020 Q4	$842K	Sell	8,519 -3,200	-27%	-$303K	0.05%	309
2020 Q3	$1.11M	Sell	11,719 -144	-1%	-$12.9K	0.07%	266
2020 Q2	$950K	Sell	11,863 -5,805	-33%	-$453K	0.06%	276
2020 Q1	$1.3M	Sell	17,668 -1,470	-8%	-$113K	0.1%	207
2019 Q4	$1.39M	Buy	19,138 +6,060	+46%	+$437K	0.08%	233
2019 Q3	$1.01M	Sell	13,078 -89	-0.7%	-$7K	0.06%	255
2019 Q2	$1.05M	Sell	13,167 -345	-3%	-$26.7K	0.06%	260
2019 Q1	$974K	Sell	13,512 -192	-1%	-$13.2K	0.06%	262
2018 Q4	$827K	Sell	13,704 -180	-1%	-$12K	0.06%	259
2018 Q3	$986K	Sell	13,884 -870	-6%	-$56K	0.06%	253
2018 Q2	$873K	Hold	14,754	–	–	0.05%	263
2018 Q1	$899K	Sell	14,754 -30	-0.2%	-$1.71K	0.06%	249
2017 Q4	$833K	Hold	14,784	–	–	0.05%	260
2017 Q3	$711K	Hold	14,784	–	–	0.05%	254
2017 Q2	$653K	Sell	14,784 -256	-2%	-$10.6K	0.04%	256
2017 Q1	$589K	Sell	15,040 -328	-2%	-$12.5K	0.04%	258
2016 Q4	$546K	Sell	15,368 -248	-2%	-$8.2K	0.04%	261
2016 Q3	$492K	Sell	15,616 -555	-3%	-$18.1K	0.03%	261
2016 Q2	$542K	Sell	16,171 -340	-2%	-$11.2K	0.04%	254
2016 Q1	$580K	Buy	16,511 +1,530	+10%	+$48.9K	0.04%	252
2015 Q4	$479K	Buy	+14,981	New	+$476K	0.04%	257
2013 Q3	–	Sell	-8,368	Closed	-$213K	–	418
2013 Q2	$213K	Buy	+8,368	New	+$212K	0.03%	372

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Burney Company's PGR Position: Q2 2026 in Review

Burney Company reduced its Progressive (PGR) stake by 2.9% in Q2 2026, selling an estimated $13.5K and leaving 2,224 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #467.

Burney Company first reported a position in PGR in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.73M in Q3 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Burney Company held 2,224 shares of Progressive worth $486K as of Q2 2026.
Burney Company sold 67 Progressive shares in Q2 2026, an estimated $13.5K.
Progressive made up 0.01% of Burney Company's portfolio in Q2 2026, its #467 holding.
Burney Company first reported a position in Progressive in Q2 2013 and has held it in 44 quarters since.
Burney Company's Progressive position peaked at $2.73M in Q3 2024.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.