LMCG Investments’s Progressive PGR Stock Holding History

LMCG Investments’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	$1.76M	Hold	8,041	–	–	0.09%	144
2026 Q1	$1.59M	Hold	8,041	–	–	0.09%	139
2025 Q4	$1.83M	Hold	8,041	–	–	0.1%	135
2025 Q3	$1.99M	Hold	8,041	–	–	0.12%	129
2025 Q2	$2.15M	Hold	8,041	–	–	0.13%	130
2025 Q1	$2.28M	Hold	8,041	–	–	0.15%	130
2024 Q4	$1.93M	Hold	8,041	–	–	0.12%	136
2024 Q3	$2.04M	Buy	8,041 +41	+0.5%	+$9.53K	0.12%	134
2024 Q2	$1.66M	Hold	8,000	–	–	0.1%	140
2024 Q1	$1.65M	Hold	8,000	–	–	0.1%	152
2023 Q4	$1.27M	Sell	8,000 -6,499	-45%	-$1.02M	0.08%	201
2023 Q3	$2.02M	Sell	14,499 -5,033	-26%	-$662K	0.14%	148
2023 Q2	$2.59M	Hold	19,532	–	–	0.17%	130
2023 Q1	$2.79M	Sell	19,532 -83	-0.4%	-$11.4K	0.19%	129
2022 Q4	$2.54M	Sell	19,615 -1,547	-7%	-$196K	0.18%	136
2022 Q3	$2.46M	Sell	21,162 -87	-0.4%	-$10.5K	0.18%	140
2022 Q2	$2.47M	Hold	21,249	–	–	0.17%	141
2022 Q1	$2.42M	Buy	+21,249	New	+$2.3M	0.14%	155
2015 Q3	$490K	Hold	16,000	–	–	0.01%	458
2015 Q2	$445K	Hold	16,000	–	–	0.01%	471
2015 Q1	$435K	Hold	16,000	–	–	0.01%	477
2014 Q4	$432K	Hold	16,000	–	–	0.01%	425
2014 Q3	$404K	Hold	16,000	–	–	0.01%	421
2014 Q2	$406K	Sell	16,000 -16,000	-50%	-$396K	0.01%	417
2014 Q1	$776K	Hold	32,000	–	–	0.02%	397
2013 Q4	$872K	Hold	32,000	–	–	0.02%	386
2013 Q3	$872K	Hold	32,000	–	–	0.02%	366
2013 Q2	$814K	Buy	+32,000	New	+$809K	0.02%	370

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

LMCG Investments's PGR Position: Q2 2026 in Review

LMCG Investments held its Progressive (PGR) position steady in Q2 2026 at 8,041 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #144.

LMCG Investments first reported a position in PGR in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.79M in Q1 2023. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

LMCG Investments held 8,041 shares of Progressive worth $1.76M as of Q2 2026.
LMCG Investments left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.09% of LMCG Investments's portfolio in Q2 2026, its #144 holding.
LMCG Investments first reported a position in Progressive in Q2 2013 and has held it in 28 quarters since.
LMCG Investments's Progressive position peaked at $2.79M in Q1 2023.
1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.