Junto Capital Management’s Progressive PGR Stock Holding History

Junto 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
2025 Q2	–	Sell	-67,634	Closed	-$19.1M	–	105
2025 Q1	$19.1M	Buy	+67,634	New	+$17.7M	0.4%	77
2024 Q4	–	Sell	-491,775	Closed	-$125M	–	104
2024 Q3	$125M	Sell	491,775 -18,594	-4%	-$4.32M	2.76%	4
2024 Q2	$106M	Buy	+510,369	New	+$107M	2.17%	9
2024 Q1	–	Sell	-479,594	Closed	-$76.4M	–	94
2023 Q4	$76.4M	Sell	479,594 -116,959	-20%	-$18.3M	1.71%	20
2023 Q3	$83.1M	Buy	+596,553	New	+$78.5M	1.97%	13
2023 Q2	–	Sell	-659,930	Closed	-$94.4M	–	93
2023 Q1	$94.4M	Sell	659,930 -11,445	-2%	-$1.58M	2.61%	6
2022 Q4	$87.1M	Sell	671,375 -424,297	-39%	-$53.8M	2.47%	9
2022 Q3	$127M	Buy	1,095,672 +760,142	+227%	+$91.5M	3.54%	2
2022 Q2	$39M	Buy	+335,530	New	+$38M	1.16%	44

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Junto Capital Management's PGR Position: Q2 2025 in Review

Junto Capital Management sold out of Progressive (PGR) in Q2 2025, closing a stake of 67,634 shares — an estimated $19.1M sold.

Junto Capital Management first reported a position in PGR in Q2 2022 and held it in 9 quarters. The position peaked at $127M in Q3 2022. 1,908 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

Junto Capital Management reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
Junto Capital Management sold 67,634 Progressive shares in Q2 2025, an estimated $19.1M.
Junto Capital Management first reported a position in Progressive in Q2 2022 and held it in 9 quarters.
Junto Capital Management's Progressive position peaked at $127M in Q3 2022.
1,908 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Junto Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.