Fortis Capital Advisors’s Progressive PGR Stock Holding History

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

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.