JCM
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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
Q2 		$217K Sell
992
-106
-10% -$21.4K 0.06% 122
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 $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

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

Jacobsen Capital Management reduced its Progressive (PGR) stake by 9.7% in Q2 2026, selling an estimated $21.4K and leaving 992 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #122.

Jacobsen Capital Management first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $297K in Q2 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Jacobsen Capital Management held 992 shares of Progressive worth $217K as of Q2 2026.
  • Jacobsen Capital Management sold 106 Progressive shares in Q2 2026, an estimated $21.4K.
  • Progressive made up 0.06% of Jacobsen Capital Management's portfolio in Q2 2026, its #122 holding.
  • Jacobsen Capital Management first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • Jacobsen Capital Management's Progressive position peaked at $297K in Q2 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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