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Concurrent Investment Advisors’s Progressive PGR Stock Holding History

Concurrent Investment Advisors’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 		$2.13M Buy
9,740
+1,207
+14% +$243K 0.02% 698
2026
Q1 		$1.69M Buy
8,533
+247
+3% +$51K 0.02% 678
2025
Q4 		$1.89M Buy
8,286
+1,507
+22% +$340K 0.02% 600
2025
Q3 		$1.67M Buy
6,779
+494
+8% +$122K 0.03% 507
2025
Q2 		$1.68M Buy
6,285
+393
+7% +$108K 0.03% 471
2025
Q1 		$1.67M Sell
5,892
-184
-3% -$48.1K 0.04% 408
2024
Q4 		$1.46M Buy
6,076
+551
+10% +$139K 0.04% 397
2024
Q3 		$1.4M Buy
5,525
+562
+11% +$131K 0.04% 391
2024
Q2 		$1.03M Sell
4,963
-1,851
-27% -$387K 0.03% 428
2024
Q1 		$1.41M Buy
6,814
+2,719
+66% +$504K 0.06% 309
2023
Q4 		$652K Buy
+4,095
New +$641K 0.03% 426

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's PGR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Progressive (PGR) stake by 14% in Q2 2026, buying an estimated $243K and bringing the position to 9,740 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #698.

Concurrent Investment Advisors first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Concurrent Investment Advisors held 9,740 shares of Progressive worth $2.13M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,207 Progressive shares in Q2 2026, an estimated $243K.
  • Progressive made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #698 holding.
  • Concurrent Investment Advisors first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.