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PGR icon

Castellan Group’s Progressive PGR Stock Holding History

Castellan Group’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 		$437K Hold
2,000
– – 0.05% 38
2026
Q1 		$396K Hold
2,000
– – 0.05% 35
2025
Q4 		$455K Hold
2,000
– – 0.06% 56
2025
Q3 		$494K Hold
2,000
– – 0.07% 33
2025
Q2 		$534K Hold
2,000
– – 0.1% 28
2025
Q1 		$566K Hold
2,000
– – 0.16% 62
2024
Q4 		$479K Buy
+2,000
New +$503K 0.21% 58

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

Castellan Group's PGR Position: Q2 2026 in Review

Castellan Group held its Progressive (PGR) position steady in Q2 2026 at 2,000 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #38.

Castellan Group first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Castellan Group held 2,000 shares of Progressive worth $437K as of Q2 2026.
  • Castellan Group left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.05% of Castellan Group's portfolio in Q2 2026, its #38 holding.
  • Castellan Group first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Castellan Group's Progressive position peaked at $566K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.