Cavalier Investments’s Progressive PGR Stock Holding History

Cavalier Investments’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
2025 Q2	–	Sell	-17,254	Closed	-$4.88M	–	83
2025 Q1	$4.88M	Sell	17,254 -28	-0.2%	-$7.32K	1.66%	17
2024 Q4	$4.14M	Buy	17,282 +712	+4%	+$179K	1.38%	15
2024 Q3	$4.2M	Buy	16,570 +1,035	+7%	+$241K	1.29%	20
2024 Q2	$3.23M	Buy	15,535 +5,455	+54%	+$1.14M	0.99%	22
2024 Q1	$2.08M	Buy	+10,080	New	+$1.87M	0.76%	36
2019 Q4	–	Sell	-20,900	Closed	-$1.61M	–	143
2019 Q3	$1.61M	Hold	20,900	–	–	0.7%	45
2019 Q2	$1.67M	Buy	20,900 +8,900	+74%	+$688K	0.7%	42
2019 Q1	$865K	Hold	12,000	–	–	0.36%	72
2018 Q4	$724K	Hold	12,000	–	–	0.23%	84
2018 Q3	$852K	Buy	+12,000	New	+$772K	0.25%	87

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cavalier Investments's PGR Position: Q2 2025 in Review

Cavalier Investments sold out of Progressive (PGR) in Q2 2025, closing a stake of 17,254 shares — an estimated $4.88M sold.

Cavalier Investments first reported a position in PGR in Q3 2018 and held it in 10 quarters. The position peaked at $4.88M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

Cavalier Investments reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
Cavalier Investments sold 17,254 Progressive shares in Q2 2025, an estimated $4.88M.
Cavalier Investments first reported a position in Progressive in Q3 2018 and held it in 10 quarters.
Cavalier Investments's Progressive position peaked at $4.88M in Q1 2025.
1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Cavalier Investments's 13F filing for Q2 2025, filed 30 Jul 2025.