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Capital Performance Advisors’s Progressive PGR Stock Holding History

Capital Performance 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 		$277K Buy
1,270
+40
+3% +$8.06K 0.02% 237
2026
Q1 		$244K Sell
1,230
-103
-8% -$21.3K 0.02% 379
2025
Q4 		$304K Buy
1,333
+58
+5% +$13.1K 0.02% 313
2025
Q3 		$315K Buy
+1,275
New +$314K 0.05% 204
2025
Q2 		– Sell
-1,149
Closed -$325K – 306
2025
Q1 		$325K Sell
1,149
-33
-3% -$8.63K 0.07% 151
2024
Q4 		$283K Buy
1,182
+143
+14% +$36K 0.09% 101
2024
Q3 		$264K Buy
+1,039
New +$242K 0.08% 88

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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 Performance Advisors's PGR Position: Q2 2026 in Review

Capital Performance Advisors increased its Progressive (PGR) stake by 3.3% in Q2 2026, buying an estimated $8.06K and bringing the position to 1,270 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #237.

Capital Performance Advisors first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $325K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Capital Performance Advisors held 1,270 shares of Progressive worth $277K as of Q2 2026.
  • Capital Performance Advisors bought 40 Progressive shares in Q2 2026, an estimated $8.06K.
  • Progressive made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #237 holding.
  • Capital Performance Advisors first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Progressive position peaked at $325K in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.