Kovitz Investment Group Partners’s Progressive PGR Stock Holding History

Kovitz Investment Group Partners’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	$12.7M	Sell	58,031 -31	-0.1%	-$6.25K	0.28%	86
2026 Q1	$11.5M	Buy	58,062 +48	+0.1%	+$9.91K	0.27%	93
2025 Q4	$13.2M	Sell	58,014 -44,363	-43%	-$10M	0.29%	77
2025 Q3	$25.3M	Sell	102,377 -53,578	-34%	-$13.2M	0.1%	188
2025 Q2	$41.6M	Buy	155,955 +34,845	+29%	+$9.55M	0.18%	113
2025 Q1	$34.3M	Sell	121,110 -67,320	-36%	-$17.6M	0.17%	118
2024 Q4	$45.2M	Buy	188,430 +89,468	+90%	+$22.5M	0.22%	96
2024 Q3	$22.7M	Buy	98,962 +10,231	+12%	+$2.38M	0.16%	119
2024 Q2	$18.4M	Buy	88,731 +84,374	+1,937%	+$17.7M	0.16%	102
2024 Q1	$901K	Buy	+4,357	New	+$808K	0.01%	426

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's PGR Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Progressive (PGR) stake by 0.05% in Q2 2026, selling an estimated $6.25K and leaving 58,031 shares worth $12.7M. The position accounts for 0.28% of the portfolio, ranked #86.

Kovitz Investment Group Partners first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $45.2M in Q4 2024. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Kovitz Investment Group Partners held 58,031 shares of Progressive worth $12.7M as of Q2 2026.
Kovitz Investment Group Partners sold 31 Progressive shares in Q2 2026, an estimated $6.25K.
Progressive made up 0.28% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #86 holding.
Kovitz Investment Group Partners first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Progressive position peaked at $45.2M in Q4 2024.
1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.