Capital Group Private Client Services’s Progressive PGR Stock Holding History

Capital Group Private Client 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
2026 Q2	$3.82M	Sell	17,482 -3,462	-17%	-$698K	0.05%	119
2026 Q1	$4.15M	Sell	20,944 -19,076	-48%	-$3.94M	0.07%	117
2025 Q4	$9.11M	Sell	40,020 -567	-1%	-$128K	0.15%	85
2025 Q3	$10M	Sell	40,587 -121,663	-75%	-$30M	0.17%	85
2025 Q2	$43.3M	Buy	162,250 +37,295	+30%	+$10.2M	0.38%	67
2025 Q1	$35.4M	Buy	124,955 +27,011	+28%	+$7.06M	0.35%	74
2024 Q4	$23.5M	Sell	97,944 -2,394	-2%	-$603K	0.22%	104
2024 Q3	$25.5M	Sell	100,338 -76,590	-43%	-$17.8M	0.24%	102
2024 Q2	$36.7M	Sell	176,928 -3,239	-2%	-$678K	0.37%	75
2024 Q1	$37.3M	Sell	180,167 -20,379	-10%	-$3.78M	0.38%	76
2023 Q4	$31.9M	Sell	200,546 -4,258	-2%	-$667K	0.33%	87
2023 Q3	$28.5M	Buy	+204,804	New	+$26.9M	0.35%	89

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

Capital Group Private Client Services's PGR Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Progressive (PGR) stake by 17% in Q2 2026, selling an estimated $698K and leaving 17,482 shares worth $3.82M. The position accounts for 0.05% of the portfolio, ranked #119.

Capital Group Private Client Services first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $43.3M in Q2 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Capital Group Private Client Services held 17,482 shares of Progressive worth $3.82M as of Q2 2026.
Capital Group Private Client Services sold 3,462 Progressive shares in Q2 2026, an estimated $698K.
Progressive made up 0.05% of Capital Group Private Client Services's portfolio in Q2 2026, its #119 holding.
Capital Group Private Client Services first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
Capital Group Private Client Services's Progressive position peaked at $43.3M in Q2 2025.
1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.