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Covey Capital Advisors’s Progressive PGR Stock Holding History

Covey Capital 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
2025
Q2 		$5.36M Hold
20,104
– – 5.77% 5
2025
Q1 		$5.69M Buy
20,104
+147
+0.7% +$38.4K 6.56% 4
2024
Q4 		$4.78M Sell
19,957
-1,952
-9% -$491K 5.44% 6
2024
Q3 		$5.56M Buy
21,909
+584
+3% +$136K 6.14% 4
2024
Q2 		$4.43M Buy
21,325
+1,479
+7% +$310K 5.11% 8
2024
Q1 		$4.1M Sell
19,846
-1,947
-9% -$361K 4.96% 6
2023
Q4 		$3.47M Buy
21,793
+1,016
+5% +$159K 4.41% 9
2023
Q3 		$2.89M Sell
20,777
-4,967
-19% -$653K 4.11% 9
2023
Q2 		$3.41M Sell
25,744
-1,852
-7% -$248K 4.94% 8
2023
Q1 		$3.95M Buy
27,596
+691
+3% +$95.3K 6.29% 5
2022
Q4 		$3.49M Hold
26,905
– – 5.69% 6
2022
Q3 		$3.13M Sell
26,905
-2,604
-9% -$314K 5.3% 7
2022
Q2 		$3.43M Sell
29,509
-5,493
-16% -$623K 5.06% 8
2022
Q1 		$3.99M Sell
35,002
-980
-3% -$106K 4.13% 9
2021
Q4 		$3.69M Buy
35,982
+6,042
+20% +$577K 2.97% 16
2021
Q3 		$2.71M Buy
+29,940
New +$2.85M 2.16% 17
2021
Q2 		– Sell
-28,785
Closed -$2.85M – 18
2021
Q1 		$2.75M Buy
28,785
+1,047
+4% +$95.1K 2.28% 20
2020
Q4 		$2.74M Buy
27,738
+10,771
+63% +$1.02M 2.4% 19
2020
Q3 		$1.61M Buy
+16,967
New +$1.52M 1.68% 21

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Covey Capital Advisors's PGR Position: Q2 2025 in Review

Covey Capital Advisors held its Progressive (PGR) position steady in Q2 2025 at 20,104 shares worth $5.36M. The position accounts for 5.77% of the portfolio, ranked #5.

Covey Capital Advisors first reported a position in PGR in Q3 2020 and has held it in 19 quarters since. The position peaked at $5.69M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Covey Capital Advisors held 20,104 shares of Progressive worth $5.36M as of Q2 2025.
  • Covey Capital Advisors left its Progressive share count unchanged in Q2 2025.
  • Progressive made up 5.77% of Covey Capital Advisors's portfolio in Q2 2025, its #5 holding.
  • Covey Capital Advisors first reported a position in Progressive in Q3 2020 and has held it in 19 quarters since.
  • Covey Capital Advisors's Progressive position peaked at $5.69M in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.