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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kovitz Investment Group Partners's PGR Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Progressive (PGR) stake by 0.08% in Q1 2026, buying an estimated $9.91K and bringing the position to 58,062 shares worth $11.5M. The position accounts for 0.27% of the portfolio, ranked #93.

Kovitz Investment Group Partners first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $45.2M in Q4 2024. 1,766 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Kovitz Investment Group Partners held 58,062 shares of Progressive worth $11.5M as of Q1 2026.
Kovitz Investment Group Partners bought 48 Progressive shares in Q1 2026, an estimated $9.91K.
Progressive made up 0.27% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #93 holding.
Kovitz Investment Group Partners first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Progressive position peaked at $45.2M in Q4 2024.
1,766 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.