Capital Asset Advisory Services’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$257K Buy
+1,177
New +$237K 0.01% 309
2025
Q4
– Sell
-814
Closed -$201K – 297
2025
Q3
$201K Buy
814
+55
+7% +$13.6K 0.01% 274
2025
Q2
$201K Buy
+759
New +$208K 0.01% 265
2021
Q1
– Sell
-624
Closed -$62K – 1271
2020
Q4
$62K Buy
+624
New +$59K 0.01% 561

Other funds holding PGR

Capital Asset Advisory Services's PGR Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Progressive (PGR) in Q2 2026: 1,177 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in PGR as recently as Q3 2025.

Capital Asset Advisory Services first reported a position in PGR in Q4 2020 and has held it in 4 quarters since. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Capital Asset Advisory Services held 1,177 shares of Progressive worth $257K as of Q2 2026.
  • Progressive was a new Capital Asset Advisory Services position in Q2 2026.
  • Progressive made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #309 holding.
  • Capital Asset Advisory Services first reported a position in Progressive in Q4 2020 and has held it in 4 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.