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Capital Market Strategies’s Progressive PGR Stock Holding History

Capital Market Strategies’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
Q2 		$488K Buy
1,830
+608
+50% +$167K 0.34% 57
2025
Q1 		$346K Sell
1,222
-443
-27% -$116K 0.23% 89
2024
Q4 		$399K Buy
1,665
+372
+29% +$93.6K 0.23% 95
2024
Q3 		$328K Sell
1,293
-70
-5% -$16.3K 0.2% 102
2024
Q2 		$283K Buy
+1,363
New +$285K 0.18% 113

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Market Strategies's PGR Position: Q2 2025 in Review

Capital Market Strategies increased its Progressive (PGR) stake by 50% in Q2 2025, buying an estimated $167K and bringing the position to 1,830 shares worth $488K. The position accounts for 0.34% of the portfolio, ranked #57.

Capital Market Strategies first reported a position in PGR in Q2 2024 and has held it in 5 quarters since. 1,908 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Capital Market Strategies held 1,830 shares of Progressive worth $488K as of Q2 2025.
  • Capital Market Strategies bought 608 Progressive shares in Q2 2025, an estimated $167K.
  • Progressive made up 0.34% of Capital Market Strategies's portfolio in Q2 2025, its #57 holding.
  • Capital Market Strategies first reported a position in Progressive in Q2 2024 and has held it in 5 quarters since.
  • 1,908 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.