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 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 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

Concurrent Investment Advisors's PGR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Progressive (PGR) stake by 3% in Q1 2026, buying an estimated $51K and bringing the position to 8,533 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #678.

Concurrent Investment Advisors first reported a position in PGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.89M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Concurrent Investment Advisors held 8,533 shares of Progressive worth $1.69M as of Q1 2026.
Concurrent Investment Advisors bought 247 Progressive shares in Q1 2026, an estimated $51K.
Progressive made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #678 holding.
Concurrent Investment Advisors first reported a position in Progressive in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Progressive position peaked at $1.89M in Q4 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.