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Money Concepts Capital’s Progressive PGR Stock Holding History

Money Concepts Capital’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 		$286K Sell
1,308
-6
-0.5% -$1.21K 0.01% 528
2026
Q1 		$260K Sell
1,314
-389
-23% -$80.3K 0.01% 489
2025
Q4 		$388K Buy
1,703
+230
+16% +$51.9K 0.02% 390
2025
Q3 		$364K Sell
1,473
-94
-6% -$23.2K 0.02% 360
2025
Q2 		$418K Buy
1,567
+136
+10% +$37.3K 0.03% 326
2025
Q1 		$405K Hold
1,431
– – 0.03% 318
2024
Q4 		$343K Sell
1,431
-354
-20% -$89.1K 0.03% 334
2024
Q3 		$453K Buy
1,785
+386
+28% +$89.7K 0.03% 304
2024
Q2 		$291K Sell
1,399
-28
-2% -$5.86K 0.02% 329
2024
Q1 		$295K Sell
1,427
-32
-2% -$5.94K 0.03% 335
2023
Q4 		$232K Buy
+1,459
New +$228K 0.02% 356
2023
Q3 		– Sell
-1,650
Closed -$218K – 374
2023
Q2 		$218K Hold
1,650
– – 0.02% 347
2023
Q1 		$236K Sell
1,650
-448
-21% -$61.8K 0.01% 388
2022
Q4 		$272K Buy
2,098
+424
+25% +$53.7K 0.01% 584
2022
Q3 		$195K Buy
1,674
+468
+39% +$56.4K 0.01% 431
2022
Q2 		$143K Sell
1,206
-538
-31% -$61K 0.01% 485
2022
Q1 		$199K Buy
+1,744
New +$189K 0.01% 744

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Money Concepts Capital's PGR Position: Q2 2026 in Review

Money Concepts Capital reduced its Progressive (PGR) stake by 0.46% in Q2 2026, selling an estimated $1.21K and leaving 1,308 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #528.

Money Concepts Capital first reported a position in PGR in Q1 2022 and has held it in 17 quarters since. The position peaked at $453K in Q3 2024. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Money Concepts Capital held 1,308 shares of Progressive worth $286K as of Q2 2026.
  • Money Concepts Capital sold 6 Progressive shares in Q2 2026, an estimated $1.21K.
  • Progressive made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #528 holding.
  • Money Concepts Capital first reported a position in Progressive in Q1 2022 and has held it in 17 quarters since.
  • Money Concepts Capital's Progressive position peaked at $453K in Q3 2024.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.