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Cumberland Partners’s Progressive PGR Stock Holding History

Cumberland Partners’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 		$241K Buy
1,104
+27
+3% +$5.44K 0.02% 149
2026
Q1 		$214K Sell
1,077
-8,209
-88% -$1.69M 0.02% 157
2025
Q4 		$2.11M Sell
9,286
-18,984
-67% -$4.29M 0.13% 111
2025
Q3 		$6.98M Sell
28,270
-9,579
-25% -$2.36M 0.46% 48
2025
Q2 		$10.1M Buy
37,849
+17,784
+89% +$4.87M 0.7% 33
2025
Q1 		$5.68M Buy
20,065
+12,385
+161% +$3.24M 0.44% 47
2024
Q4 		$1.84M Buy
7,680
+1,180
+18% +$297K 0.13% 108
2024
Q3 		$1.65M Buy
6,500
+3,500
+117% +$814K 0.11% 108
2024
Q2 		$623K Buy
+3,000
New +$628K 0.05% 148
2023
Q2 		– Sell
-6,750
Closed -$966K – 177
2023
Q1 		$966K Buy
+6,750
New +$931K 0.09% 106
2021
Q1 		– Sell
-3,010
Closed -$297K – 191
2020
Q4 		$297K Hold
3,010
– – 0.03% 153
2020
Q3 		$284K Hold
3,010
– – 0.03% 138
2020
Q2 		$241K Sell
3,010
-2,860
-49% -$223K 0.03% 147
2020
Q1 		$433K Sell
5,870
-3,680
-39% -$284K 0.05% 130
2019
Q4 		$691K Sell
9,550
-1,800
-16% -$130K 0.06% 129
2019
Q3 		$877K Buy
11,350
+3,235
+40% +$254K 0.08% 108
2019
Q2 		$649K Hold
8,115
– – 0.06% 123
2019
Q1 		$585K Buy
8,115
+4,515
+125% +$309K 0.06% 127
2018
Q4 		$217K Buy
+3,600
New +$240K 0.02% 159

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 $3.37T AUM 44.26% 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

Cumberland Partners's PGR Position: Q2 2026 in Review

Cumberland Partners increased its Progressive (PGR) stake by 2.5% in Q2 2026, buying an estimated $5.44K and bringing the position to 1,104 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #149.

Cumberland Partners first reported a position in PGR in Q4 2018 and has held it in 19 quarters since. The position peaked at $10.1M in Q2 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Cumberland Partners held 1,104 shares of Progressive worth $241K as of Q2 2026.
  • Cumberland Partners bought 27 Progressive shares in Q2 2026, an estimated $5.44K.
  • Progressive made up 0.02% of Cumberland Partners's portfolio in Q2 2026, its #149 holding.
  • Cumberland Partners first reported a position in Progressive in Q4 2018 and has held it in 19 quarters since.
  • Cumberland Partners's Progressive position peaked at $10.1M in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.