JCM
PGR icon

Jacobsen Capital Management’s Progressive PGR Stock Holding History

Jacobsen 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
Q1 		$218K Buy
1,098
+82
+8% +$16.9K 0.07% 115
2025
Q4 		$231K Buy
1,016
+57
+6% +$12.9K 0.08% 106
2025
Q3 		$237K Sell
959
-155
-14% -$38.2K 0.08% 103
2025
Q2 		$297K Buy
1,114
+181
+19% +$49.6K 0.11% 77
2025
Q1 		$264K Buy
933
+61
+7% +$16K 0.11% 79
2024
Q4 		$209K Hold
872
– – 0.09% 91
2024
Q3 		$221K Buy
+872
New +$203K 0.09% 94

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jacobsen Capital Management's PGR Position: Q1 2026 in Review

Jacobsen Capital Management increased its Progressive (PGR) stake by 8.1% in Q1 2026, buying an estimated $16.9K and bringing the position to 1,098 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #115.

Jacobsen Capital Management first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $297K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Jacobsen Capital Management held 1,098 shares of Progressive worth $218K as of Q1 2026.
  • Jacobsen Capital Management bought 82 Progressive shares in Q1 2026, an estimated $16.9K.
  • Progressive made up 0.07% of Jacobsen Capital Management's portfolio in Q1 2026, its #115 holding.
  • Jacobsen Capital Management first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • Jacobsen Capital Management's Progressive position peaked at $297K in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.