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Family Capital Trust’s Progressive PGR Stock Holding History

Family Capital Trust’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 		– Sell
-629
Closed -$125K – 91
2026
Q1 		$125K Sell
629
-10
-2% -$2.06K 0.05% 66
2025
Q4 		$146K Buy
639
+10
+2% +$2.26K 0.05% 60
2025
Q3 		$155K Buy
+629
New +$155K 0.05% 65

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Family Capital Trust's PGR Position: Q2 2026 in Review

Family Capital Trust sold out of Progressive (PGR) in Q2 2026, closing a stake of 629 shares — an estimated $125K sold.

Family Capital Trust first reported a position in PGR in Q3 2025 and held it in 3 quarters. The position peaked at $155K in Q3 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Family Capital Trust reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Family Capital Trust sold 629 Progressive shares in Q2 2026, an estimated $125K.
  • Family Capital Trust first reported a position in Progressive in Q3 2025 and held it in 3 quarters.
  • Family Capital Trust's Progressive position peaked at $155K in Q3 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.