Cassia Capital Partners’s Progressive PGR Stock Holding History

Cassia Capital Partners’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	$1.26M	Buy	5,778 +86	+2%	+$17.3K	0.61%	42
2026 Q1	$1.13M	Buy	5,692 +1,637	+40%	+$338K	0.58%	47
2025 Q4	$923K	Sell	4,055 -393	-9%	-$88.8K	0.5%	45
2025 Q3	$1.1M	Buy	4,448 +615	+16%	+$152K	0.6%	45
2025 Q2	$1.02M	Sell	3,833 -59	-2%	-$16.2K	0.62%	42
2025 Q1	$1.1M	Buy	3,892 +1,442	+59%	+$377K	0.69%	34
2024 Q4	$587K	Buy	+2,450	New	+$617K	0.37%	49
2023 Q2	–	Sell	-2,787	Closed	-$399K	–	80
2023 Q1	$399K	Sell	2,787 -75	-3%	-$10.3K	0.32%	25
2022 Q4	$371K	Buy	+2,862	New	+$363K	0.31%	33

Other funds holding PGR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cassia Capital Partners's PGR Position: Q2 2026 in Review

Cassia Capital Partners increased its Progressive (PGR) stake by 1.5% in Q2 2026, buying an estimated $17.3K and bringing the position to 5,778 shares worth $1.26M. The position accounts for 0.61% of the portfolio, ranked #42.

Cassia Capital Partners first reported a position in PGR in Q4 2022 and has held it in 9 quarters since. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Cassia Capital Partners held 5,778 shares of Progressive worth $1.26M as of Q2 2026.
Cassia Capital Partners bought 86 Progressive shares in Q2 2026, an estimated $17.3K.
Progressive made up 0.61% of Cassia Capital Partners's portfolio in Q2 2026, its #42 holding.
Cassia Capital Partners first reported a position in Progressive in Q4 2022 and has held it in 9 quarters since.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.