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Catalyst Financial Partners’s Progressive PGR Stock Holding History

Catalyst Financial 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 Sell
5,767
-2,051
-26% -$413K 0.12% 86
2026
Q1 		$1.55M Buy
7,818
+3,157
+68% +$652K 0.18% 66
2025
Q4 		$1.06M Sell
4,661
-428
-8% -$96.7K 0.12% 90
2025
Q3 		$1.26M Buy
5,089
+194
+4% +$47.8K 0.15% 68
2025
Q2 		$1.31M Buy
4,895
+168
+4% +$46.1K 0.14% 61
2025
Q1 		$1.34M Buy
4,727
+52
+1% +$13.6K 0.25% 50
2024
Q4 		$1.12M Buy
4,675
+13
+0.3% +$3.27K 0.21% 58
2024
Q3 		$1.18M Sell
4,662
-92
-2% -$21.4K 0.23% 54
2024
Q2 		$987K Sell
4,754
-64
-1% -$13.4K 0.22% 59
2024
Q1 		$1.01M Sell
4,818
-161
-3% -$29.9K 0.26% 47
2023
Q4 		$793K Sell
4,979
-631
-11% -$98.8K 0.22% 63
2023
Q3 		$781K Buy
5,610
+247
+5% +$32.5K 0.25% 59
2023
Q2 		$710K Sell
5,363
-465
-8% -$62.3K 0.25% 62
2023
Q1 		$834K Buy
5,828
+2,713
+87% +$374K 0.36% 42
2022
Q4 		$404K Buy
+3,115
New +$395K 0.21% 73

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

Catalyst Financial Partners's PGR Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Progressive (PGR) stake by 26% in Q2 2026, selling an estimated $413K and leaving 5,767 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #86.

Catalyst Financial Partners first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q1 2026. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Catalyst Financial Partners held 5,767 shares of Progressive worth $1.26M as of Q2 2026.
  • Catalyst Financial Partners sold 2,051 Progressive shares in Q2 2026, an estimated $413K.
  • Progressive made up 0.12% of Catalyst Financial Partners's portfolio in Q2 2026, its #86 holding.
  • Catalyst Financial Partners first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Progressive position peaked at $1.55M in Q1 2026.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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