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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Capital Group Private Client Services's PGR Position: Q1 2026 in Review

Capital Group Private Client Services reduced its Progressive (PGR) stake by 48% in Q1 2026, selling an estimated $3.94M and leaving 20,944 shares worth $4.15M. The position accounts for 0.07% of the portfolio, ranked #117.

Capital Group Private Client Services first reported a position in PGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.3M in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Capital Group Private Client Services held 20,944 shares of Progressive worth $4.15M as of Q1 2026.
Capital Group Private Client Services sold 19,076 Progressive shares in Q1 2026, an estimated $3.94M.
Progressive made up 0.07% of Capital Group Private Client Services's portfolio in Q1 2026, its #117 holding.
Capital Group Private Client Services first reported a position in Progressive in Q3 2023 and has held it in 11 quarters since.
Capital Group Private Client Services's Progressive position peaked at $43.3M in Q2 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.