Capital Investment Advisors
PGR icon

Capital Investment Advisors’s Progressive PGR Stock Holding History

Capital Investment Advisors’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 		$1.1M Buy
5,057
+418
+9% +$84.2K 0.01% 344
2026
Q1 		$920K Buy
4,639
+313
+7% +$64.6K 0.01% 359
2025
Q4 		$985K Sell
4,326
-170
-4% -$38.4K 0.02% 343
2025
Q3 		$1.11M Sell
4,496
-302
-6% -$74.4K 0.02% 322
2025
Q2 		$1.28M Sell
4,798
-65
-1% -$17.8K 0.02% 293
2025
Q1 		$1.38M Buy
4,863
+3,311
+213% +$866K 0.03% 278
2024
Q4 		$372K Buy
1,552
+118
+8% +$29.7K 0.01% 472
2024
Q3 		$364K Buy
1,434
+370
+35% +$86K 0.01% 471
2024
Q2 		$221K Buy
+1,064
New +$223K 0.01% 571

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Investment Advisors's PGR Position: Q2 2026 in Review

Capital Investment Advisors increased its Progressive (PGR) stake by 9% in Q2 2026, buying an estimated $84.2K and bringing the position to 5,057 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #344.

Capital Investment Advisors first reported a position in PGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2025. 1,831 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Capital Investment Advisors held 5,057 shares of Progressive worth $1.1M as of Q2 2026.
  • Capital Investment Advisors bought 418 Progressive shares in Q2 2026, an estimated $84.2K.
  • Progressive made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #344 holding.
  • Capital Investment Advisors first reported a position in Progressive in Q2 2024 and has held it in 9 quarters since.
  • Capital Investment Advisors's Progressive position peaked at $1.38M in Q1 2025.
  • 1,831 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.