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 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	$4.34K	Hold	20,850	–	–	0.3%	60
2024 Q1	$4.31K	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	$2.69K	Sell	19,310 -3,400	-15%	-$447K	0.21%	96
2023 Q2	$2.9M	Hold	22,710	–	–	0.24%	76
2023 Q1	$3.25K	Hold	22,710	–	–	0.27%	72
2022 Q4	$2.95K	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 $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

Everence Capital Management's PGR Position: Q1 2026 in Review

Everence Capital Management increased its Progressive (PGR) stake by 5.9% in Q1 2026, buying an estimated $273K and bringing the position to 23,621 shares worth $4.68M. The position accounts for 0.29% of the portfolio, ranked #57.

Everence Capital Management first reported a position in PGR in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.23M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Everence Capital Management held 23,621 shares of Progressive worth $4.68M as of Q1 2026.
Everence Capital Management bought 1,325 Progressive shares in Q1 2026, an estimated $273K.
Progressive made up 0.29% of Everence Capital Management's portfolio in Q1 2026, its #57 holding.
Everence Capital Management first reported a position in Progressive in Q2 2015 and has held it in 44 quarters since.
Everence Capital Management's Progressive position peaked at $7.23M in Q1 2025.
1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.