Mount Yale Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.99M | Buy |
20,150
+17,501
| +661% | +$3.61M | 0.09% | 222 |
|
|
2025
Q4 | $603K | Sell |
2,649
-599
| -18% | -$135K | 0.03% | 418 |
|
|
2025
Q3 | $802K | Buy |
3,248
+2,132
| +191% | +$526K | 0.06% | 321 |
|
|
2025
Q2 | $298K | Sell |
1,116
-14
| -1% | -$3.84K | 0.02% | 458 |
|
|
2025
Q1 | $320K | Sell |
1,130
-22,906
| -95% | -$5.99M | 0.03% | 418 |
|
|
2024
Q4 | $5.76M | Buy |
24,036
+17
| +0.1% | +$4.28K | 0.47% | 30 |
|
|
2024
Q3 | $6.1M | Buy |
24,019
+1,039
| +5% | +$242K | 0.59% | 27 |
|
|
2024
Q2 | $4.77M | Sell |
22,980
-1,723
| -7% | -$361K | 0.38% | 53 |
|
|
2024
Q1 | $5.11M | Sell |
24,703
-1,093
| -4% | -$203K | 0.39% | 53 |
|
|
2023
Q4 | $4.11M | Sell |
25,796
-5,871
| -19% | -$919K | 0.39% | 59 |
|
|
2023
Q3 | $4.41M | Buy |
31,667
+465
| +1% | +$61.2K | 0.48% | 44 |
|
|
2023
Q2 | $4.13M | Buy |
31,202
+1,119
| +4% | +$150K | 0.44% | 52 |
|
|
2023
Q1 | $4.3M | Sell |
30,083
-3,886
| -11% | -$536K | 0.48% | 47 |
|
|
2022
Q4 | $4.41M | Sell |
33,969
-1,149
| -3% | -$146K | 0.5% | 52 |
|
|
2022
Q3 | $4.08M | Sell |
35,118
-858
| -2% | -$103K | 0.54% | 42 |
|
|
2022
Q2 | $4.18M | Sell |
35,976
-1,607
| -4% | -$182K | 0.53% | 42 |
|
|
2022
Q1 | $4.28M | Sell |
37,583
-1,804
| -5% | -$195K | 0.47% | 51 |
|
|
2021
Q4 | $4.04M | Sell |
39,387
-2,919
| -7% | -$279K | 0.42% | 53 |
|
|
2021
Q3 | $3.82M | Sell |
42,306
-1,200
| -3% | -$114K | 0.44% | 53 |
|
|
2021
Q2 | $4.27M | Sell |
43,506
-917
| -2% | -$90.7K | 0.52% | 47 |
|
|
2021
Q1 | $4.25M | Buy |
44,423
+1,402
| +3% | +$127K | 0.55% | 44 |
|
|
2020
Q4 | $4.25M | Buy |
43,021
+393
| +0.9% | +$37.2K | 0.6% | 44 |
|
|
2020
Q3 | $4.04M | Buy |
42,628
+5,780
| +16% | +$519K | 0.57% | 42 |
|
|
2020
Q2 | $2.95M | Buy |
36,848
+4,175
| +13% | +$326K | 0.53% | 50 |
|
|
2020
Q1 | $2.41M | Buy |
32,673
+449
| +1% | +$34.6K | 0.54% | 44 |
|
|
2019
Q4 | $2.6M | Buy |
32,224
+1,426
| +5% | +$103K | 0.45% | 53 |
|
|
2019
Q3 | $2.29M | Buy |
30,798
+506
| +2% | +$39.8K | 0.41% | 62 |
|
|
2019
Q2 | $2.38M | Sell |
30,292
-12,210
| -29% | -$944K | 0.44% | 53 |
|
|
2019
Q1 | $3.06M | Buy |
42,502
+61
| +0.1% | +$4.18K | 0.57% | 40 |
|
|
2018
Q4 | $2.94M | Sell |
42,441
-4,397
| -9% | -$293K | 0.6% | 39 |
|
|
2018
Q3 | $3.42M | Buy |
46,838
+2,891
| +7% | +$186K | 0.6% | 38 |
|
|
2018
Q2 | $2.6M | Sell |
43,947
-1,209
| -3% | -$74K | 0.49% | 48 |
|
|
2018
Q1 | $2.75M | Buy |
+45,156
| New | +$2.58M | 0.59% | 43 |
|
Other funds holding PGR
VCM
DAM
Mount Yale Investment Advisors's PGR Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Progressive (PGR) stake by 661% in Q1 2026, buying an estimated $3.61M and bringing the position to 20,150 shares worth $3.99M. The position accounts for 0.09% of the portfolio, ranked #222.
Mount Yale Investment Advisors first reported a position in PGR in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.1M in Q3 2024. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.
- Mount Yale Investment Advisors held 20,150 shares of Progressive worth $3.99M as of Q1 2026.
- Mount Yale Investment Advisors bought 17,501 Progressive shares in Q1 2026, an estimated $3.61M.
- Progressive made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #222 holding.
- Mount Yale Investment Advisors first reported a position in Progressive in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Progressive position peaked at $6.1M in Q3 2024.
- 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.