Everence Capital Management’s Progressive PGR Stock Holding History

Everence Capital 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 Q2	$5.03M	Sell	23,011 -610	-3%	-$123K	0.26%	61
2026 Q1	$4.68M	Buy	23,621 +1,325	+6%	+$273K	0.29%	57
2025 Q4	$5.08M	Sell	22,296 -1,734	-7%	-$392K	0.3%	51
2025 Q3	$5.93M	Hold	24,030	–	–	0.36%	41
2025 Q2	$6.41M	Sell	24,030 -1,510	-6%	-$414K	0.41%	35
2025 Q1	$7.23M	Buy	25,540 +20	+0.1%	+$5.23K	0.49%	33
2024 Q4	$6.12M	Buy	25,520 +4,670	+22%	+$1.18M	0.4%	37
2024 Q3	$5.29M	Hold	20,850	–	–	0.33%	48
2024 Q2	$4.34M	Hold	20,850	–	–	0.3%	60
2024 Q1	$4.31M	Buy	20,850 +6,930	+50%	+$1.29M	0.28%	65
2023 Q4	$2.22M	Sell	13,920 -5,390	-28%	-$844K	0.16%	119
2023 Q3	$2.69M	Sell	19,310 -3,400	-15%	-$447K	0.21%	96
2023 Q2	$2.9M	Hold	22,710	–	–	0.24%	76
2023 Q1	$3.25M	Hold	22,710	–	–	0.27%	72
2022 Q4	$2.95M	Buy	22,710 +6,080	+37%	+$770K	0.25%	81
2022 Q3	$1.93M	Hold	16,630	–	–	0.18%	103
2022 Q2	$1.93M	Hold	16,630	–	–	0.17%	108
2022 Q1	$1.9M	Hold	16,630	–	–	0.15%	125
2021 Q4	$1.71M	Sell	16,630 -3,038	-15%	-$290K	0.13%	140
2021 Q3	$1.78M	Buy	19,668 +4,260	+28%	+$406K	0.15%	122
2021 Q2	$1.51M	Buy	15,408 +4,090	+36%	+$405K	0.12%	139
2021 Q1	$1.08M	Hold	11,318	–	–	0.1%	175
2020 Q4	$1.12M	Sell	11,318 -30	-0.3%	-$2.84K	0.11%	154
2020 Q3	$1.07M	Sell	11,348 -5,820	-34%	-$523K	0.12%	147
2020 Q2	$1.33M	Buy	17,168 +3,080	+22%	+$240K	0.16%	113
2020 Q1	$1.04M	Hold	14,088	–	–	0.15%	125
2019 Q4	$1.02M	Sell	14,088 -4,735	-25%	-$341K	0.15%	138
2019 Q3	$1.45M	Hold	18,823	–	–	0.24%	95
2019 Q2	$1.5M	Hold	18,823	–	–	0.25%	95
2019 Q1	$1.36M	Buy	18,823 +1,007	+6%	+$69K	0.24%	98
2018 Q4	$1.07M	Hold	17,816	–	–	0.25%	103
2018 Q3	$1.27M	Hold	17,816	–	–	0.25%	101
2018 Q2	$1.05M	Hold	17,816	–	–	0.22%	120
2018 Q1	$1.09M	Hold	17,816	–	–	0.24%	113
2017 Q4	$1M	Sell	17,816 -1,227	-6%	-$63.5K	0.22%	119
2017 Q3	$922K	Hold	19,043	–	–	0.21%	137
2017 Q2	$840K	Hold	19,043	–	–	0.21%	139
2017 Q1	$746K	Hold	19,043	–	–	0.2%	147
2016 Q4	$676K	Buy	19,043 +4,530	+31%	+$150K	0.19%	151
2016 Q3	$457K	Hold	14,513	–	–	0.14%	200
2016 Q2	$486K	Buy	14,513 +4,560	+46%	+$151K	0.15%	200
2016 Q1	$350K	Hold	9,953	–	–	0.11%	226
2015 Q4	$317K	Hold	9,953	–	–	0.1%	227
2015 Q3	$305K	Hold	9,953	–	–	0.11%	229
2015 Q2	$277K	Buy	+9,953	New	+$271K	0.09%	241

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

Everence Capital Management's PGR Position: Q2 2026 in Review

Everence Capital Management reduced its Progressive (PGR) stake by 2.6% in Q2 2026, selling an estimated $123K and leaving 23,011 shares worth $5.03M. The position accounts for 0.26% of the portfolio, ranked #61.

Everence Capital Management first reported a position in PGR in Q2 2015 and has held it in 45 quarters since. The position peaked at $7.23M in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Everence Capital Management held 23,011 shares of Progressive worth $5.03M as of Q2 2026.
Everence Capital Management sold 610 Progressive shares in Q2 2026, an estimated $123K.
Progressive made up 0.26% of Everence Capital Management's portfolio in Q2 2026, its #61 holding.
Everence Capital Management first reported a position in Progressive in Q2 2015 and has held it in 45 quarters since.
Everence Capital Management's Progressive position peaked at $7.23M in Q1 2025.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.