Counterpoint Mutual Funds’s Progressive PGR Stock Holding History

Counterpoint Mutual Funds’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	–	Sell	-1,452	Closed	-$288K	–	361
2026 Q1	$288K	Buy	+1,452	New	+$300K	0.04%	252
2024 Q4	–	Sell	-3,041	Closed	-$772K	–	384
2024 Q3	$772K	Buy	+3,041	New	+$707K	0.15%	52
2022 Q4	–	Sell	-907	Closed	-$105K	–	393
2022 Q3	$105K	Buy	+907	New	+$109K	0.26%	180
2021 Q3	–	Sell	-135	Closed	-$13K	–	223
2021 Q2	$13K	Buy	+135	New	+$13.4K	0.01%	106

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Counterpoint Mutual Funds's PGR Position: Q2 2026 in Review

Counterpoint Mutual Funds sold out of Progressive (PGR) in Q2 2026, closing a stake of 1,452 shares — an estimated $288K sold.

Counterpoint Mutual Funds first reported a position in PGR in Q2 2021 and held it in 4 quarters. The position peaked at $772K in Q3 2024. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Counterpoint Mutual Funds reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 1,452 Progressive shares in Q2 2026, an estimated $288K.
Counterpoint Mutual Funds first reported a position in Progressive in Q2 2021 and held it in 4 quarters.
Counterpoint Mutual Funds's Progressive position peaked at $772K in Q3 2024.
1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.