Plato Investment Management’s Progressive PGR Stock Holding History

Plato Investment Management’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	$4.23M	Sell	19,472 -3,408	-15%	-$687K	0.24%	93
2026 Q1	$4.54M	Sell	22,880 -1,783	-7%	-$368K	0.3%	74
2025 Q4	$5.64M	Buy	24,663 +3,542	+17%	+$800K	0.37%	62
2025 Q3	$5.18M	Hold	21,121	–	–	0.35%	61
2025 Q2	$5.62M	Sell	21,121 -267	-1%	-$73.2K	0.42%	45
2025 Q1	$6.12M	Sell	21,388 -5,916	-22%	-$1.55M	0.52%	34
2024 Q4	$6.57M	Buy	27,304 +1,910	+8%	+$481K	0.48%	38
2024 Q3	$6.44M	Buy	25,394 +1,486	+6%	+$345K	0.52%	32
2024 Q2	$4.97M	Buy	23,908 +2,881	+14%	+$603K	0.46%	41
2024 Q1	$4.35M	Buy	21,027 +19,109	+996%	+$3.55M	0.45%	54
2023 Q4	$305K	Buy	+1,918	New	+$300K	0.37%	68

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 $3.38T AUM 44.17% 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

Plato Investment Management's PGR Position: Q2 2026 in Review

Plato Investment Management reduced its Progressive (PGR) stake by 15% in Q2 2026, selling an estimated $687K and leaving 19,472 shares worth $4.23M. The position accounts for 0.24% of the portfolio, ranked #93.

Plato Investment Management first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.57M in Q4 2024. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Plato Investment Management held 19,472 shares of Progressive worth $4.23M as of Q2 2026.
Plato Investment Management sold 3,408 Progressive shares in Q2 2026, an estimated $687K.
Progressive made up 0.24% of Plato Investment Management's portfolio in Q2 2026, its #93 holding.
Plato Investment Management first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Progressive position peaked at $6.57M in Q4 2024.
1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.