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Mutual Advisors’s Progressive PGR Stock Holding History

Mutual 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
2026
Q1 		$981K Buy
4,947
+363
+8% +$74.9K 0.02% 607
2025
Q4 		$1.04M Buy
4,584
+405
+10% +$91.5K 0.02% 562
2025
Q3 		$922K Buy
4,179
+161
+4% +$39.7K 0.02% 598
2025
Q2 		$1M Buy
4,018
+35
+0.9% +$9.59K 0.03% 514
2025
Q1 		$1.06M Buy
3,983
+670
+20% +$175K 0.03% 433
2024
Q4 		$813K Sell
3,313
-45
-1% -$11.3K 0.02% 548
2024
Q3 		$829K Buy
3,358
+160
+5% +$37.2K 0.02% 547
2024
Q2 		$683K Buy
3,198
+222
+7% +$46.5K 0.02% 604
2024
Q1 		$615K Sell
2,976
-89
-3% -$16.5K 0.02% 624
2023
Q4 		$488K Sell
3,065
-95
-3% -$14.9K 0.02% 658
2023
Q3 		$440K Sell
3,160
-143
-4% -$18.8K 0.02% 653
2023
Q2 		$437K Buy
3,303
+112
+4% +$15K 0.02% 683
2023
Q1 		$456K Buy
3,191
+223
+8% +$30.7K 0.02% 656
2022
Q4 		$385K Buy
2,968
+28
+1% +$3.55K 0.02% 664
2022
Q3 		$342K Buy
2,940
+285
+11% +$34.3K 0.02% 672
2022
Q2 		$309K Buy
2,655
+637
+32% +$72.2K 0.02% 663
2022
Q1 		$230K Sell
2,018
-541
-21% -$58.5K 0.01% 786
2021
Q4 		$263K Buy
2,559
+309
+14% +$29.5K 0.01% 772
2021
Q3 		$203K Buy
2,250
+18
+0.8% +$1.72K 0.01% 830
2021
Q2 		$219K Sell
2,232
-776
-26% -$76.8K 0.01% 766
2021
Q1 		$288K Sell
3,008
-236
-7% -$21.4K 0.02% 640
2020
Q4 		$321K Buy
3,244
+22
+0.7% +$2.08K 0.02% 585
2020
Q3 		$305K Buy
3,222
+71
+2% +$6.38K 0.03% 539
2020
Q2 		$252K Buy
+3,151
New +$246K 0.02% 543
2019
Q3 		– Sell
-2,693
Closed -$215K – 585
2019
Q2 		$215K Sell
2,693
-190
-7% -$14.7K 0.03% 514
2019
Q1 		$208K Buy
+2,883
New +$198K 0.03% 444
2018
Q4 		– Sell
-2,967
Closed -$211K – 475
2018
Q3 		$211K Buy
+2,967
New +$191K 0.03% 435

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mutual Advisors's PGR Position: Q1 2026 in Review

Mutual Advisors increased its Progressive (PGR) stake by 7.9% in Q1 2026, buying an estimated $74.9K and bringing the position to 4,947 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #607.

Mutual Advisors first reported a position in PGR in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.06M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Mutual Advisors held 4,947 shares of Progressive worth $981K as of Q1 2026.
  • Mutual Advisors bought 363 Progressive shares in Q1 2026, an estimated $74.9K.
  • Progressive made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #607 holding.
  • Mutual Advisors first reported a position in Progressive in Q3 2018 and has held it in 27 quarters since.
  • Mutual Advisors's Progressive position peaked at $1.06M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.