Carroll Investors’s Progressive PGR Stock Holding History

Carroll Investors’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	$3.97M	Buy	20,043 +4,818	+32%	+$994K	2.12%	14
2025 Q4	$3.47M	Buy	15,225 +2,284	+18%	+$516K	1.66%	13
2025 Q3	$3.19M	Buy	12,941 +410	+3%	+$101K	1.54%	12
2025 Q2	$3.34M	Sell	12,531 -341	-3%	-$93.5K	1.77%	13
2025 Q1	$3.63M	Buy	12,872 +1,258	+11%	+$329K	2.42%	13
2024 Q4	$2.78M	Hold	11,614	–	–	1.57%	14
2024 Q3	$2.94M	Buy	11,614 +1,240	+12%	+$288K	1.93%	13
2024 Q2	$2.17M	Buy	10,374 +1,210	+13%	+$253K	1.52%	14
2024 Q1	$1.89M	Hold	9,164	–	–	1.43%	14
2023 Q4	$1.46M	Buy	9,164 +2	+0%	+$313	1.21%	15
2023 Q3	$1.28M	Sell	9,162 -4,000	-30%	-$526K	1.13%	16
2023 Q2	$1.74M	Buy	13,162 +6	+0%	+$804	1.31%	18
2023 Q1	$1.89M	Buy	+13,156	New	+$1.81M	1.54%	17
2022 Q4	–	Sell	-4,000	Closed	-$473K	–	47
2022 Q3	$473K	Buy	+4,000	New	+$482K	0.38%	25

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 $147M AUM 25.76% 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

Carroll Investors's PGR Position: Q1 2026 in Review

Carroll Investors increased its Progressive (PGR) stake by 32% in Q1 2026, buying an estimated $994K and bringing the position to 20,043 shares worth $3.97M. The position accounts for 2.12% of the portfolio, ranked #14.

Carroll Investors first reported a position in PGR in Q3 2022 and has held it in 14 quarters since. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Carroll Investors held 20,043 shares of Progressive worth $3.97M as of Q1 2026.
Carroll Investors bought 4,818 Progressive shares in Q1 2026, an estimated $994K.
Progressive made up 2.12% of Carroll Investors's portfolio in Q1 2026, its #14 holding.
Carroll Investors first reported a position in Progressive in Q3 2022 and has held it in 14 quarters since.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.