CBIZ Investment Advisory Services’s Progressive PGR Stock Holding History

CBIZ Investment Advisory Services’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 Q1	$3.57K	Sell	18 -99	-85%	-$20.4K	﹤0.01%	268
2025 Q4	$26.7K	Sell	117 -36	-24%	-$8.13K	﹤0.01%	224
2025 Q3	$37.9K	Sell	153 -28	-15%	-$6.9K	﹤0.01%	157
2025 Q2	$48.4K	Buy	181 +38	+27%	+$10.4K	﹤0.01%	139
2025 Q1	$40.6K	Buy	143 +63	+79%	+$16.5K	﹤0.01%	133
2024 Q4	$19.3K	Hold	80	–	–	﹤0.01%	219
2024 Q3	$20.4K	Hold	80	–	–	﹤0.01%	186
2024 Q2	$16.7K	Hold	80	–	–	﹤0.01%	192
2024 Q1	$16.6K	Buy	+80	New	+$14.8K	﹤0.01%	207

Other funds holding PGR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

CBIZ Investment Advisory Services's PGR Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Progressive (PGR) stake by 85% in Q1 2026, selling an estimated $20.4K and leaving 18 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

CBIZ Investment Advisory Services first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $48.4K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

CBIZ Investment Advisory Services held 18 shares of Progressive worth $3.57K as of Q1 2026.
CBIZ Investment Advisory Services sold 99 Progressive shares in Q1 2026, an estimated $20.4K.
Progressive made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #268 holding.
CBIZ Investment Advisory Services first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Progressive position peaked at $48.4K in Q2 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.