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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.