MCI
PGR icon

McDonald Capital Investors’s Progressive PGR Stock Holding History

McDonald Capital Investors’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 		$176M Sell
806,728
-74,135
-8% -$14.9M 12.87% 1
2026
Q1 		$175M Sell
880,863
-2,837
-0.3% -$586K 11.95% 1
2025
Q4 		$201M Sell
883,700
-29,157
-3% -$6.58M 12.34% 1
2025
Q3 		$225M Sell
912,857
-16,339
-2% -$4.03M 14.01% 1
2025
Q2 		$248M Sell
929,196
-22,839
-2% -$6.26M 15.56% 1
2025
Q1 		$269M Sell
952,035
-82,147
-8% -$21.5M 16.99% 1
2024
Q4 		$248M Sell
1,034,182
-9,366
-0.9% -$2.36M 15.57% 1
2024
Q3 		$265M Sell
1,043,548
-141,788
-12% -$33M 16.25% 1
2024
Q2 		$246M Sell
1,185,336
-93,780
-7% -$19.6M 15.38% 1
2024
Q1 		$265M Sell
1,279,116
-109,570
-8% -$20.3M 16.56% 1
2023
Q4 		$221M Buy
1,388,686
+11,765
+0.9% +$1.84M 15.43% 1
2023
Q3 		$192M Sell
1,376,921
-17,675
-1% -$2.32M 14.97% 1
2023
Q2 		$185M Sell
1,394,596
-17,167
-1% -$2.3M 13.78% 1
2023
Q1 		$202M Sell
1,411,763
-89,435
-6% -$12.3M 15.39% 1
2022
Q4 		$195M Sell
1,501,198
-92,581
-6% -$11.7M 16.18% 1
2022
Q3 		$185M Sell
1,593,779
-91,986
-5% -$11.1M 16.46% 1
2022
Q2 		$196M Sell
1,685,765
-25,007
-1% -$2.84M 16.36% 1
2022
Q1 		$195M Sell
1,710,772
-17,367
-1% -$1.88M 13.91% 1
2021
Q4 		$177M Sell
1,728,139
-29,300
-2% -$2.8M 12.44% 2
2021
Q3 		$159M Sell
1,757,439
-61,800
-3% -$5.89M 12.31% 1
2021
Q2 		$179M Sell
1,819,239
-37,290
-2% -$3.69M 13.43% 1
2021
Q1 		$178M Sell
1,856,529
-2,927
-0.2% -$266K 14.16% 1
2020
Q4 		$184M Sell
1,859,456
-40,415
-2% -$3.82M 15.29% 1
2020
Q3 		$180M Sell
1,899,871
-21,640
-1% -$1.94M 16.03% 1
2020
Q2 		$154M Sell
1,921,511
-107,970
-5% -$8.43M 14.45% 1
2020
Q1 		$150M Sell
2,029,481
-125,010
-6% -$9.64M 14.58% 1
2019
Q4 		$156M Sell
2,154,491
-113,854
-5% -$8.21M 13.28% 1
2019
Q3 		$175M Sell
2,268,345
-112,809
-5% -$8.87M 14.82% 1
2019
Q2 		$190M Sell
2,381,154
-175,292
-7% -$13.6M 15.49% 1
2019
Q1 		$184M Sell
2,556,446
-101,179
-4% -$6.93M 15.3% 1
2018
Q4 		$160M Sell
2,657,625
-137,815
-5% -$9.17M 15.01% 1
2018
Q3 		$199M Sell
2,795,440
-325,207
-10% -$20.9M 16.46% 1
2018
Q2 		$185M Sell
3,120,647
-80,365
-3% -$4.92M 14.96% 1
2018
Q1 		$195M Sell
3,201,012
-270,188
-8% -$15.4M 15.81% 1
2017
Q4 		$195M Sell
3,471,200
-131,643
-4% -$6.81M 15.59% 1
2017
Q3 		$174M Sell
3,602,843
-9,990
-0.3% -$467K 14.88% 1
2017
Q2 		$159M Sell
3,612,833
-21,153
-0.6% -$879K 13.88% 1
2017
Q1 		$142M Sell
3,633,986
-106,499
-3% -$4.06M 12.59% 1
2016
Q4 		$133M Sell
3,740,485
-38,359
-1% -$1.27M 12.17% 2
2016
Q3 		$119M Buy
3,778,844
+210,440
+6% +$6.85M 11.31% 2
2016
Q2 		$120M Buy
3,568,404
+70,883
+2% +$2.34M 12.17% 2
2016
Q1 		$123M Buy
3,497,521
+29,285
+0.8% +$936K 12.7% 1
2015
Q4 		$110M Sell
3,468,236
-23,080
-0.7% -$733K 11.49% 1
2015
Q3 		$107M Sell
3,491,316
-44,350
-1% -$1.34M 11.5% 1
2015
Q2 		$98.4M Buy
3,535,666
+380,350
+12% +$10.4M 9.62% 5
2015
Q1 		$85.8M Buy
3,155,316
+123,690
+4% +$3.3M 8.81% 6
2014
Q4 		$81.8M Buy
3,031,626
+7,179
+0.2% +$189K 9.08% 5
2014
Q3 		$76.5M Sell
3,024,447
-11,475
-0.4% -$283K 9.13% 5
2014
Q2 		$77M Sell
3,035,922
-23,392
-0.8% -$580K 9.91% 6
2014
Q1 		$74.1M Buy
3,059,314
+81,350
+3% +$1.98M 9.72% 5
2013
Q4 		$81.2M Sell
2,977,964
-2,328
-0.1% -$62.8K 10.2% 5
2013
Q3 		$81.2M Buy
2,980,292
+9,760
+0.3% +$253K 10.5% 3
2013
Q2 		$75.5M Buy
+2,970,532
New +$75.1M 10.39% 3

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

McDonald Capital Investors's PGR Position: Q2 2026 in Review

McDonald Capital Investors reduced its Progressive (PGR) stake by 8.4% in Q2 2026, selling an estimated $14.9M and leaving 806,728 shares worth $176M. The position accounts for 12.87% of the portfolio, ranked #1.

McDonald Capital Investors first reported a position in PGR in Q2 2013 and has held it in 53 quarters since. The position peaked at $269M in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • McDonald Capital Investors held 806,728 shares of Progressive worth $176M as of Q2 2026.
  • McDonald Capital Investors sold 74,135 Progressive shares in Q2 2026, an estimated $14.9M.
  • Progressive made up 12.87% of McDonald Capital Investors's portfolio in Q2 2026, its #1 holding.
  • McDonald Capital Investors first reported a position in Progressive in Q2 2013 and has held it in 53 quarters since.
  • McDonald Capital Investors's Progressive position peaked at $269M in Q1 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on McDonald Capital Investors's 13F filing for Q2 2026, filed 29 Jul 2026.