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Castleview Partners’s Progressive PGR Stock Holding History

Castleview 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 		$782K Buy
3,582
+187
+6% +$37.7K 0.34% 69
2026
Q1 		$673K Sell
3,395
-119
-3% -$24.6K 0.35% 68
2025
Q4 		$800K Buy
3,514
+1,371
+64% +$310K 0.4% 55
2025
Q3 		$529K Buy
2,143
+577
+37% +$142K 0.29% 77
2025
Q2 		$418K Sell
1,566
-30
-2% -$8.22K 0.27% 92
2025
Q1 		$452K Sell
1,596
-150
-9% -$39.2K 0.31% 84
2024
Q4 		$420K Buy
1,746
+34
+2% +$8.56K 0.23% 106
2024
Q3 		$434K Buy
1,712
+45
+3% +$10.5K 0.25% 99
2024
Q2 		$346K Sell
1,667
-542
-25% -$113K 0.2% 118
2024
Q1 		$457K Buy
2,209
+57
+3% +$10.6K 0.26% 89
2023
Q4 		$343K Buy
2,152
+5
+0.2% +$783 0.24% 99
2023
Q3 		$299K Buy
2,147
+129
+6% +$17K 0.28% 82
2023
Q2 		$267K Sell
2,018
-63
-3% -$8.45K 0.24% 91
2023
Q1 		$298K Buy
2,081
+16
+0.8% +$2.21K 0.26% 92
2022
Q4 		$268K Buy
2,065
+90
+5% +$11.4K 0.26% 92
2022
Q3 		$230K Buy
1,975
+1,555
+370% +$187K 0.22% 97
2022
Q2 		$24.7K Sell
420
-2,378
-85% -$270K 0.02% 370
2022
Q1 		$318K Sell
2,798
-273,227
-99% -$29.6M 0.2% 107
2021
Q4 		$2.69K Buy
+276,025
New +$26.3M 0.02% 242
2021
Q2 		$71K Buy
+719
New +$71.1K 0.03% 345

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

Castleview Partners's PGR Position: Q2 2026 in Review

Castleview Partners increased its Progressive (PGR) stake by 5.5% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,582 shares worth $782K. The position accounts for 0.34% of the portfolio, ranked #69.

Castleview Partners first reported a position in PGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $800K in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Castleview Partners held 3,582 shares of Progressive worth $782K as of Q2 2026.
  • Castleview Partners bought 187 Progressive shares in Q2 2026, an estimated $37.7K.
  • Progressive made up 0.34% of Castleview Partners's portfolio in Q2 2026, its #69 holding.
  • Castleview Partners first reported a position in Progressive in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Progressive position peaked at $800K in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.