Cary Street Partners Investment Advisory’s Progressive PGR Stock Holding History

Cary Street Partners Investment Advisory’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	$208K	Buy	951 +144	+18%	+$29K	0.04%	370
2026 Q1	$160K	Buy	807 +44	+6%	+$9.08K	0.04%	383
2025 Q4	$174K	Buy	763 +42	+6%	+$9.48K	0.05%	352
2025 Q3	$178K	Sell	721 -10	-1%	-$2.46K	0.07%	288
2025 Q2	$195K	Buy	731 +109	+18%	+$29.9K	0.09%	244
2025 Q1	$176K	Sell	622 -55	-8%	-$14.4K	0.1%	233
2024 Q4	$162K	Sell	677 -767	-53%	-$193K	0.11%	210
2024 Q3	$366K	Buy	1,444 +39	+3%	+$9.07K	0.01%	570
2024 Q2	$292K	Buy	1,405 +35	+3%	+$7.33K	0.01%	603
2024 Q1	$283K	Buy	1,370 +35	+3%	+$6.49K	0.01%	575
2023 Q4	$213K	Buy	1,335 +665	+99%	+$104K	0.01%	605
2023 Q3	$93.3K	Buy	670 +62	+10%	+$8.15K	0.01%	721
2023 Q2	$80.5K	Hold	608	–	–	0.01%	703
2023 Q1	$87K	Sell	608 -24	-4%	-$3.31K	0.01%	624
2022 Q4	$82K	Buy	+632	New	+$80.1K	0.01%	630

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cary Street Partners Investment Advisory's PGR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Progressive (PGR) stake by 18% in Q2 2026, buying an estimated $29K and bringing the position to 951 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #370.

Cary Street Partners Investment Advisory first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $366K in Q3 2024. 1,453 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Cary Street Partners Investment Advisory held 951 shares of Progressive worth $208K as of Q2 2026.
Cary Street Partners Investment Advisory bought 144 Progressive shares in Q2 2026, an estimated $29K.
Progressive made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #370 holding.
Cary Street Partners Investment Advisory first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
Cary Street Partners Investment Advisory's Progressive position peaked at $366K in Q3 2024.
1,453 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.