JCM
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Jacobi Capital Management’s Progressive PGR Stock Holding History

Jacobi 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 		$1.23M Sell
5,653
-552
-9% -$111K 0.06% 274
2026
Q1 		$1.23M Buy
6,205
+231
+4% +$47.7K 0.07% 266
2025
Q4 		$1.36M Buy
5,974
+3,737
+167% +$844K 0.08% 239
2025
Q3 		$553K Buy
2,237
+50
+2% +$12.3K 0.03% 372
2025
Q2 		$584K Buy
2,187
+17
+0.8% +$4.66K 0.04% 344
2025
Q1 		$614K Buy
2,170
+45
+2% +$11.8K 0.05% 328
2024
Q4 		$509K Sell
2,125
-83
-4% -$20.9K 0.04% 341
2024
Q3 		$560K Sell
2,208
-2
-0.1% -$465 0.04% 324
2024
Q2 		$459K Buy
2,210
+8
+0.4% +$1.67K 0.04% 330
2024
Q1 		$455K Sell
2,202
-154
-7% -$28.6K 0.04% 323
2023
Q4 		$375K Buy
+2,356
New +$369K 0.04% 339
2021
Q4 		– Sell
-170
Closed -$15K – 1061
2021
Q3 		$15K Hold
170
– – ﹤0.01% 961
2021
Q2 		$17K Hold
170
– – ﹤0.01% 885
2021
Q1 		$16K Sell
170
-9
-5% -$818 ﹤0.01% 835
2020
Q4 		$18K Buy
179
+9
+5% +$851 ﹤0.01% 744
2020
Q3 		$16K Hold
170
– – ﹤0.01% 721
2020
Q2 		$14K Hold
170
– – ﹤0.01% 720
2020
Q1 		$13K Buy
170
+70
+70% +$5.39K ﹤0.01% 660
2019
Q4 		$7K Hold
100
– – ﹤0.01% 811
2019
Q3 		$8K Hold
100
– – ﹤0.01% 766
2019
Q2 		$8K Hold
100
– – ﹤0.01% 768
2019
Q1 		$7K Hold
100
– – ﹤0.01% 742
2018
Q4 		$6K Hold
100
– – ﹤0.01% 733
2018
Q3 		$7K Hold
100
– – ﹤0.01% 746
2018
Q2 		$6K Hold
100
– – ﹤0.01% 793
2018
Q1 		$6K Hold
100
– – ﹤0.01% 776
2017
Q4 		$6K Hold
100
– – ﹤0.01% 754
2017
Q3 		$5K Hold
100
– – ﹤0.01% 759
2017
Q2 		$5K Hold
100
– – ﹤0.01% 678
2017
Q1 		$4K Hold
100
– – ﹤0.01% 575
2016
Q4 		$4K Hold
100
– – ﹤0.01% 525
2016
Q3 		$3K Buy
+100
New +$3.26K ﹤0.01% 612

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

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

Jacobi Capital Management reduced its Progressive (PGR) stake by 8.9% in Q2 2026, selling an estimated $111K and leaving 5,653 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #274.

Jacobi Capital Management first reported a position in PGR in Q3 2016 and has held it in 32 quarters since. The position peaked at $1.36M in Q4 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Jacobi Capital Management held 5,653 shares of Progressive worth $1.23M as of Q2 2026.
  • Jacobi Capital Management sold 552 Progressive shares in Q2 2026, an estimated $111K.
  • Progressive made up 0.06% of Jacobi Capital Management's portfolio in Q2 2026, its #274 holding.
  • Jacobi Capital Management first reported a position in Progressive in Q3 2016 and has held it in 32 quarters since.
  • Jacobi Capital Management's Progressive position peaked at $1.36M in Q4 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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