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Callan Family Office’s Progressive PGR Stock Holding History

Callan Family Office’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 		$3.02M Sell
13,846
-1,189
-8% -$240K 0.06% 291
2026
Q1 		$2.98M Sell
15,035
-2,401
-14% -$496K 0.07% 273
2025
Q4 		$3.97M Buy
17,436
+2,554
+17% +$577K 0.09% 220
2025
Q3 		$3.68M Sell
14,882
-9,404
-39% -$2.32M 0.12% 183
2025
Q2 		$6.48M Buy
24,286
+18,916
+352% +$5.19M 0.2% 118
2025
Q1 		$1.52M Sell
5,370
-6,977
-57% -$1.82M 0.11% 159
2024
Q4 		$2.96M Buy
12,347
+11,538
+1,426% +$2.9M 0.19% 104
2024
Q3 		$205K Buy
+809
New +$188K 0.03% 186

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Callan Family Office's PGR Position: Q2 2026 in Review

Callan Family Office reduced its Progressive (PGR) stake by 7.9% in Q2 2026, selling an estimated $240K and leaving 13,846 shares worth $3.02M. The position accounts for 0.06% of the portfolio, ranked #291.

Callan Family Office first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.48M in Q2 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Callan Family Office held 13,846 shares of Progressive worth $3.02M as of Q2 2026.
  • Callan Family Office sold 1,189 Progressive shares in Q2 2026, an estimated $240K.
  • Progressive made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #291 holding.
  • Callan Family Office first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • Callan Family Office's Progressive position peaked at $6.48M in Q2 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.