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Caerus Investment Advisors’s Progressive PGR Stock Holding History

Caerus 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
2026
Q1 		– Sell
-1,439
Closed -$328K – 356
2025
Q4 		$328K Buy
1,439
+219
+18% +$49.5K 0.11% 206
2025
Q3 		$301K Buy
+1,220
New +$301K 0.12% 196

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caerus Investment Advisors's PGR Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,439 shares — an estimated $328K sold.

Caerus Investment Advisors first reported a position in PGR in Q3 2025 and held it in 2 quarters. The position peaked at $328K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,439 Progressive shares in Q1 2026, an estimated $328K.
  • Caerus Investment Advisors first reported a position in Progressive in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Progressive position peaked at $328K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.