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 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 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 Investment Advisors's PGR Position: Q1 2026 in Review

Capital Investment Advisors increased its Progressive (PGR) stake by 7.2% in Q1 2026, buying an estimated $64.6K and bringing the position to 4,639 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #359.

Capital Investment Advisors first reported a position in PGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Capital Investment Advisors held 4,639 shares of Progressive worth $920K as of Q1 2026.
Capital Investment Advisors bought 313 Progressive shares in Q1 2026, an estimated $64.6K.
Progressive made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #359 holding.
Capital Investment Advisors first reported a position in Progressive in Q2 2024 and has held it in 8 quarters since.
Capital Investment Advisors's Progressive position peaked at $1.38M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.