Councilmark Asset Management’s Progressive PGR Stock Holding History

Councilmark Asset Management’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	$1.78M	Buy	8,987 +20	+0.2%	+$4.13K	1.02%	25
2025 Q4	$2.04M	Sell	8,967 -138	-2%	-$31.2K	1.14%	21
2025 Q3	$2.25M	Sell	9,105 -25	-0.3%	-$6.16K	1.29%	19
2025 Q2	$2.44M	Buy	9,130 +8	+0.1%	+$2.19K	1.54%	17
2025 Q1	$2.58M	Sell	9,122 -15	-0.2%	-$3.92K	1.74%	18
2024 Q4	$2.19M	Hold	9,137	–	–	1.47%	18
2024 Q3	$2.32M	Hold	9,137	–	–	1.56%	18
2024 Q2	$1.9M	Hold	9,137	–	–	1.34%	21
2024 Q1	$1.89M	Buy	+9,137	New	+$1.7M	1.36%	22

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

Councilmark Asset Management's PGR Position: Q1 2026 in Review

Councilmark Asset Management increased its Progressive (PGR) stake by 0.22% in Q1 2026, buying an estimated $4.13K and bringing the position to 8,987 shares worth $1.78M. The position accounts for 1.02% of the portfolio, ranked #25.

Councilmark Asset Management first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.58M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Councilmark Asset Management held 8,987 shares of Progressive worth $1.78M as of Q1 2026.
Councilmark Asset Management bought 20 Progressive shares in Q1 2026, an estimated $4.13K.
Progressive made up 1.02% of Councilmark Asset Management's portfolio in Q1 2026, its #25 holding.
Councilmark Asset Management first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's Progressive position peaked at $2.58M in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.