Evergreen Capital Management’s Progressive PGR Stock Holding History

Evergreen 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	$2.29M	Buy	10,471 +2,124	+25%	+$428K	0.04%	319
2026 Q1	$1.65M	Buy	8,347 +2,337	+39%	+$482K	0.04%	360
2025 Q4	$1.37M	Buy	6,010 +147	+3%	+$33.2K	0.03%	383
2025 Q3	$1.45M	Buy	5,863 +510	+10%	+$126K	0.03%	340
2025 Q2	$1.43M	Buy	5,353 +125	+2%	+$34.3K	0.04%	307
2025 Q1	$1.48M	Buy	5,228 +146	+3%	+$38.2K	0.05%	284
2024 Q4	$1.22M	Buy	5,082 +16	+0.3%	+$4.03K	0.04%	310
2024 Q3	$1.29M	Buy	5,066 +78	+2%	+$18.1K	0.04%	300
2024 Q2	$1.04M	Buy	4,988 +385	+8%	+$80.6K	0.04%	303
2024 Q1	$952K	Buy	4,603 +148	+3%	+$27.5K	0.04%	297
2023 Q4	$710K	Sell	4,455 -115	-3%	-$18K	0.03%	343
2023 Q3	$637K	Sell	4,570 -14	-0.3%	-$1.84K	0.03%	341
2023 Q2	$607K	Sell	4,584 -140	-3%	-$18.8K	0.03%	357
2023 Q1	$676K	Buy	4,724 +303	+7%	+$41.8K	0.03%	325
2022 Q4	$573K	Buy	4,421 +1,134	+34%	+$144K	0.03%	350
2022 Q3	$382K	Buy	3,287 +403	+14%	+$48.5K	0.02%	396
2022 Q2	$335K	Sell	2,884 -179	-6%	-$20.3K	0.02%	401
2022 Q1	$349K	Buy	3,063 +292	+11%	+$31.6K	0.01%	449
2021 Q4	$284K	Buy	+2,771	New	+$265K	0.01%	494
2020 Q2	–	Sell	-4,284	Closed	-$316K	–	422
2020 Q1	$316K	Sell	4,284 -176	-4%	-$13.6K	0.03%	271
2019 Q4	$323K	Buy	4,460 +5	+0.1%	+$360	0.03%	332
2019 Q3	$344K	Buy	4,455 +26	+0.6%	+$2.04K	0.03%	283
2019 Q2	$354K	Buy	4,429 +64	+1%	+$4.95K	0.03%	282
2019 Q1	$315K	Buy	4,365 +31	+0.7%	+$2.12K	0.03%	277
2018 Q4	$261K	Buy	4,334 +204	+5%	+$13.6K	0.03%	297
2018 Q3	$293K	Hold	4,130	–	–	0.03%	294
2018 Q2	$244K	Hold	4,130	–	–	0.02%	309
2018 Q1	$252K	Buy	+4,130	New	+$236K	0.02%	291

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

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

Evergreen Capital Management increased its Progressive (PGR) stake by 25% in Q2 2026, buying an estimated $428K and bringing the position to 10,471 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #319.

Evergreen Capital Management first reported a position in PGR in Q1 2018 and has held it in 28 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Evergreen Capital Management held 10,471 shares of Progressive worth $2.29M as of Q2 2026.
Evergreen Capital Management bought 2,124 Progressive shares in Q2 2026, an estimated $428K.
Progressive made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #319 holding.
Evergreen Capital Management first reported a position in Progressive in Q1 2018 and has held it in 28 quarters since.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.