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Joseph Group Capital Management’s Progressive PGR Stock Holding History

Joseph Group 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 		$4.37M Buy
22,060
+1,140
+5% +$235K 1.09% 38
2025
Q4 		$4.76M Buy
20,920
+5,001
+31% +$1.13M 1.25% 26
2025
Q3 		$3.93M Buy
15,919
+2,663
+20% +$656K 1.11% 34
2025
Q2 		$3.54M Buy
13,256
+411
+3% +$113K 1.19% 29
2025
Q1 		$3.64M Buy
12,845
+1,208
+10% +$316K 1.39% 23
2024
Q4 		$2.79M Buy
11,637
+1,346
+13% +$339K 1.1% 29
2024
Q3 		$2.61M Sell
10,291
-310
-3% -$72.1K 1% 32
2024
Q2 		$2.2M Buy
10,601
+838
+9% +$175K 1.14% 26
2024
Q1 		$2.02M Buy
9,763
+1,356
+16% +$252K 1.01% 29
2023
Q4 		$1.34M Sell
8,407
-1,541
-15% -$241K 0.78% 39
2023
Q3 		$1.39M Buy
9,948
+1,361
+16% +$179K 1% 27
2023
Q2 		$1.14M Buy
8,587
+1,047
+14% +$140K 0.96% 39
2023
Q1 		$1.08M Sell
7,540
-870
-10% -$120K 0.95% 36
2022
Q4 		$1.09M Sell
8,410
-183
-2% -$23.2K 1.04% 31
2022
Q3 		$999K Buy
8,593
+492
+6% +$59.2K 1.09% 32
2022
Q2 		$942K Sell
8,101
-1,634
-17% -$185K 0.94% 36
2022
Q1 		$1.11M Buy
9,735
+307
+3% +$33.2K 1.12% 31
2021
Q4 		$968K Buy
+9,428
New +$900K 0.93% 36

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

Joseph Group Capital Management's PGR Position: Q1 2026 in Review

Joseph Group Capital Management increased its Progressive (PGR) stake by 5.4% in Q1 2026, buying an estimated $235K and bringing the position to 22,060 shares worth $4.37M. The position accounts for 1.09% of the portfolio, ranked #38.

Joseph Group Capital Management first reported a position in PGR in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.76M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Joseph Group Capital Management held 22,060 shares of Progressive worth $4.37M as of Q1 2026.
  • Joseph Group Capital Management bought 1,140 Progressive shares in Q1 2026, an estimated $235K.
  • Progressive made up 1.09% of Joseph Group Capital Management's portfolio in Q1 2026, its #38 holding.
  • Joseph Group Capital Management first reported a position in Progressive in Q4 2021 and has held it in 18 quarters since.
  • Joseph Group Capital Management's Progressive position peaked at $4.76M in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.