Mount Yale Investment Advisors’s Progressive PGR Stock Holding History

Mount Yale Investment Advisors’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
2025 Q1	–	Sell	-10,000	Closed	-$8.05K	–	572
2024 Q4	$8.05K	Buy	+10,000	New	+$2.52M	﹤0.01%	544
2021 Q3	–	Sell	-13,700	Closed	-$1.34M	–	485
2021 Q2	$1.34M	Hold	13,700	–	–	0.16%	134
2021 Q1	$1.31M	Buy	+13,700	New	+$1.24M	0.17%	126
2019 Q3	–	Sell	-24,200	Closed	-$8K	–	327
2019 Q2	$8K	Sell	24,200 -16,600	-41%	-$1.28M	﹤0.01%	308
2019 Q1	$5K	Buy	+40,800	New	+$2.8M	﹤0.01%	304
2018 Q3	–	Sell	-42,200	Closed	-$7K	–	990
2018 Q2	$7K	Sell	42,200 -2,000	-5%	-$122K	﹤0.01%	888
2018 Q1	$16K	Buy	+44,200	New	+$2.52M	﹤0.01%	806

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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's PGR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Progressive (PGR) stake by 0.87% in Q2 2026, selling an estimated $35.5K and leaving 19,974 shares worth $4.36M. The position accounts for 0.08% of the portfolio, ranked #246.

Mount Yale Investment Advisors first reported a position in PGR in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.1M in Q3 2024. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Mount Yale Investment Advisors held 19,974 shares of Progressive worth $4.36M as of Q2 2026.
Mount Yale Investment Advisors sold 176 Progressive shares in Q2 2026, an estimated $35.5K.
Progressive made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #246 holding.
Mount Yale Investment Advisors first reported a position in Progressive in Q1 2018 and has held it in 34 quarters since.
Mount Yale Investment Advisors's Progressive position peaked at $6.1M in Q3 2024.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.