CAPTRUST Financial Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.17M | Sell |
31,125
-2,111
| -6% | -$436K | 0.01% | 688 |
|
|
2025
Q4 | $7.57M | Buy |
33,236
+4,785
| +17% | +$1.08M | 0.01% | 556 |
|
|
2025
Q3 | $7.03M | Buy |
28,451
+26
| +0.1% | +$6.41K | 0.01% | 552 |
|
|
2025
Q2 | $7.59M | Buy |
28,425
+322
| +1% | +$88.3K | 0.02% | 522 |
|
|
2025
Q1 | $7.95M | Sell |
28,103
-5,523
| -16% | -$1.44M | 0.02% | 480 |
|
|
2024
Q4 | $8.06M | Buy |
33,626
+2,878
| +9% | +$724K | 0.02% | 417 |
|
|
2024
Q3 | $7.8M | Buy |
30,748
+806
| +3% | +$187K | 0.02% | 419 |
|
|
2024
Q2 | $6.22M | Sell |
29,942
-2,634
| -8% | -$551K | 0.02% | 454 |
|
|
2024
Q1 | $6.74M | Sell |
32,576
-19,790
| -38% | -$3.67M | 0.02% | 426 |
|
|
2023
Q4 | $8.34M | Buy |
52,366
+3,572
| +7% | +$559K | 0.03% | 405 |
|
|
2023
Q3 | $6.8M | Buy |
48,794
+15,390
| +46% | +$2.02M | 0.03% | 418 |
|
|
2023
Q2 | $4.42M | Buy |
33,404
+589
| +2% | +$79K | 0.02% | 543 |
|
|
2023
Q1 | $4.69M | Buy |
32,815
+1,729
| +6% | +$238K | 0.02% | 475 |
|
|
2022
Q4 | $4.03M | Buy |
31,086
+88
| +0.3% | +$11.2K | 0.02% | 492 |
|
|
2022
Q3 | $3.6M | Buy |
30,998
+2,763
| +10% | +$333K | 0.02% | 491 |
|
|
2022
Q2 | $3.28M | Buy |
28,235
+3,998
| +16% | +$453K | 0.02% | 473 |
|
|
2022
Q1 | $2.76M | Buy |
24,237
+4,825
| +25% | +$522K | 0.02% | 509 |
|
|
2021
Q4 | $1.99M | Sell |
19,412
-993
| -5% | -$94.8K | 0.01% | 564 |
|
|
2021
Q3 | $1.84M | Buy |
20,405
+1,435
| +8% | +$137K | 0.02% | 540 |
|
|
2021
Q2 | $1.86M | Buy |
18,970
+4,021
| +27% | +$398K | 0.02% | 520 |
|
|
2021
Q1 | $1.43M | Buy |
14,949
+7,546
| +102% | +$686K | 0.02% | 561 |
|
|
2020
Q4 | $732K | Buy |
7,403
+247
| +3% | +$23.4K | 0.01% | 703 |
|
|
2020
Q3 | $669K | Buy |
7,156
+1,245
| +21% | +$112K | 0.01% | 628 |
|
|
2020
Q2 | $472K | Buy |
5,911
+218
| +4% | +$17K | 0.01% | 728 |
|
|
2020
Q1 | $412K | Sell |
5,693
-27,454
| -83% | -$2.12M | 0.01% | 632 |
|
|
2019
Q4 | $2.46M | Buy |
33,147
+371
| +1% | +$26.7K | 0.04% | 340 |
|
|
2019
Q3 | $2.53M | Buy |
32,776
+88
| +0.3% | +$6.92K | 0.09% | 194 |
|
|
2019
Q2 | $2.61M | Buy |
32,688
+4,350
| +15% | +$336K | 0.1% | 184 |
|
|
2019
Q1 | $2.04M | Buy |
28,338
+3,918
| +16% | +$268K | 0.08% | 188 |
|
|
2018
Q4 | $1.47M | Sell |
24,420
-1,610
| -6% | -$107K | 0.08% | 178 |
|
|
2018
Q3 | $1.85M | Buy |
26,030
+1,151
| +5% | +$74K | 0.08% | 157 |
|
|
2018
Q2 | $1.47M | Buy |
24,879
+1,931
| +8% | +$118K | 0.08% | 140 |
|
|
2018
Q1 | $1.37M | Buy |
22,948
+245
| +1% | +$14K | 0.08% | 136 |
|
|
2017
Q4 | $1.28M | Buy |
22,703
+3,572
| +19% | +$185K | 0.08% | 152 |
|
|
2017
Q3 | $1.02M | Sell |
19,131
-2,736
| -13% | -$128K | 0.08% | 104 |
|
|
2017
Q2 | $964K | Buy |
+21,867
| New | +$908K | 0.12% | 54 |
|
Other funds holding PGR
VCM
DAM
CAPTRUST Financial Advisors's PGR Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its Progressive (PGR) stake by 6.4% in Q1 2026, selling an estimated $436K and leaving 31,125 shares worth $6.17M. The position accounts for 0.01% of the portfolio, ranked #688.
CAPTRUST Financial Advisors first reported a position in PGR in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.34M in Q4 2023. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.
- CAPTRUST Financial Advisors held 31,125 shares of Progressive worth $6.17M as of Q1 2026.
- CAPTRUST Financial Advisors sold 2,111 Progressive shares in Q1 2026, an estimated $436K.
- Progressive made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #688 holding.
- CAPTRUST Financial Advisors first reported a position in Progressive in Q2 2017 and has held it in 36 quarters since.
- CAPTRUST Financial Advisors's Progressive position peaked at $8.34M in Q4 2023.
- 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.