Capital Asset Advisory Services’s Progressive PGR Stock Holding History

Capital Asset Advisory Services’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Asset Advisory Services's PGR Position: Q4 2025 in Review

Capital Asset Advisory Services sold out of Progressive (PGR) in Q4 2025, closing a stake of 814 shares — an estimated $201K sold.

Capital Asset Advisory Services first reported a position in PGR in Q4 2020 and held it in 3 quarters. The position peaked at $201K in Q3 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Capital Asset Advisory Services reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 814 Progressive shares in Q4 2025, an estimated $201K.
Capital Asset Advisory Services first reported a position in Progressive in Q4 2020 and held it in 3 quarters.
Capital Asset Advisory Services's Progressive position peaked at $201K in Q3 2025.
1,829 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Capital Asset Advisory Services's 13F filing for Q4 2025, filed 9 Jan 2026.