Cape Investment Advisory’s Progressive PGR Stock Holding History

Cape Investment Advisory’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	$1.97K	Buy	+9	New	+$1.81K	﹤0.01%	1240
2026 Q1	–	Sell	-32	Closed	-$7.29K	–	911
2025 Q4	$7.29K	Buy	32 +26	+433%	+$5.87K	﹤0.01%	817
2025 Q3	$1.48K	Sell	6 -1	-14%	-$247	﹤0.01%	709
2025 Q2	$1.87K	Hold	7	–	–	﹤0.01%	953
2025 Q1	$1.98K	Sell	7 -2	-22%	-$523	﹤0.01%	892
2024 Q4	$2.16K	Buy	+9	New	+$2.27K	﹤0.01%	867
2023 Q2	–	Sell	-68	Closed	-$9.73K	–	964
2023 Q1	$9.73K	Buy	+68	New	+$9.38K	0.01%	544

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

Cape Investment Advisory's PGR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Progressive (PGR) in Q2 2026: 9 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PGR as recently as Q4 2025.

Cape Investment Advisory first reported a position in PGR in Q1 2023 and has held it in 7 quarters since. The position peaked at $9.73K in Q1 2023. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Cape Investment Advisory held 9 shares of Progressive worth $1.97K as of Q2 2026.
Progressive was a new Cape Investment Advisory position in Q2 2026.
Progressive made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1240 holding.
Cape Investment Advisory first reported a position in Progressive in Q1 2023 and has held it in 7 quarters since.
Cape Investment Advisory's Progressive position peaked at $9.73K in Q1 2023.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.