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Fortis Capital Advisors’s Progressive PGR Stock Holding History

Fortis Capital Advisors’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 		$1.06M Buy
+4,875
New +$982K 0.12% 153
2023
Q2 		– Sell
-320
Closed -$45.8K – 475
2023
Q1 		$45.8K Sell
320
-49
-13% -$6.76K 0.02% 292
2022
Q4 		$47.9K Buy
+369
New +$46.8K 0.03% 300

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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's PGR Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Progressive (PGR) in Q2 2026: 4,875 shares worth $1.06M. The stake represents 0.12% of the portfolio and ranks #153 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in PGR as recently as Q1 2023.

Fortis Capital Advisors first reported a position in PGR in Q4 2022 and has held it in 3 quarters since. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Fortis Capital Advisors held 4,875 shares of Progressive worth $1.06M as of Q2 2026.
  • Progressive was a new Fortis Capital Advisors position in Q2 2026.
  • Progressive made up 0.12% of Fortis Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • Fortis Capital Advisors first reported a position in Progressive in Q4 2022 and has held it in 3 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.