Kaizen Financial Strategies’s Progressive PGR Stock Holding History

Kaizen Financial Strategies’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	$422K	Sell	1,871 -9	-0.5%	-$1.81K	0.14%	111
2026 Q1	$383K	Sell	1,880 -188	-9%	-$38.8K	0.16%	109
2025 Q4	$471K	Sell	2,068 -194	-9%	-$43.8K	0.21%	80
2025 Q3	$474K	Sell	2,262 -282	-11%	-$69.5K	0.21%	83
2025 Q2	$679K	Buy	2,544 +890	+54%	+$244K	0.34%	53
2025 Q1	$468K	Buy	1,654 +4	+0.2%	+$1.05K	0.27%	70
2024 Q4	$395K	Hold	1,650	–	–	0.22%	79
2024 Q3	$419K	Hold	1,650	–	–	0.24%	70
2024 Q2	$356K	Sell	1,650 -325	-16%	-$68K	0.22%	75
2024 Q1	$408K	Hold	1,975	–	–	0.28%	67
2023 Q4	$315K	Buy	+1,975	New	+$309K	0.24%	76

Other funds holding PGR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Kaizen Financial Strategies's PGR Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Progressive (PGR) stake by 0.48% in Q2 2026, selling an estimated $1.81K and leaving 1,871 shares worth $422K. The position accounts for 0.14% of the portfolio, ranked #111.

Kaizen Financial Strategies first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $679K in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Kaizen Financial Strategies held 1,871 shares of Progressive worth $422K as of Q2 2026.
Kaizen Financial Strategies sold 9 Progressive shares in Q2 2026, an estimated $1.81K.
Progressive made up 0.14% of Kaizen Financial Strategies's portfolio in Q2 2026, its #111 holding.
Kaizen Financial Strategies first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Kaizen Financial Strategies's Progressive position peaked at $679K in Q2 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.