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Roundview Capital’s Progressive PGR Stock Holding History

Roundview Capital’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 		$15.8M Buy
72,363
+4,942
+7% +$996K 0.86% 28
2026
Q1 		$13.4M Buy
67,421
+2,757
+4% +$569K 0.83% 26
2025
Q4 		$14.7M Buy
64,664
+3,068
+5% +$693K 0.91% 23
2025
Q3 		$15.2M Sell
61,596
-521
-0.8% -$128K 0.96% 22
2025
Q2 		$16.6M Buy
62,117
+763
+1% +$209K 1.11% 20
2025
Q1 		$17.4M Buy
61,354
+579
+1% +$151K 1.25% 15
2024
Q4 		$14.6M Buy
60,775
+669
+1% +$168K 1.02% 20
2024
Q3 		$15.3M Buy
60,106
+1,574
+3% +$366K 1.11% 17
2024
Q2 		$12.2M Buy
58,532
+857
+1% +$179K 0.96% 20
2024
Q1 		$11.9M Buy
57,675
+697
+1% +$129K 0.98% 20
2023
Q4 		$9.08M Buy
56,978
+573
+1% +$89.7K 0.84% 26
2023
Q3 		$7.86M Buy
56,405
+3,550
+7% +$467K 0.79% 28
2023
Q2 		$7M Buy
52,855
+1,782
+3% +$239K 0.68% 34
2023
Q1 		$7.31M Buy
51,073
+737
+1% +$102K 0.76% 29
2022
Q4 		$6.53M Buy
50,336
+340
+0.7% +$43.1K 0.74% 34
2022
Q3 		$5.81M Buy
49,996
+537
+1% +$64.7K 0.73% 33
2022
Q2 		$5.75M Buy
49,459
+373
+0.8% +$42.3K 0.69% 34
2022
Q1 		$5.59M Buy
49,086
+381
+0.8% +$41.2K 0.57% 43
2021
Q4 		$5M Buy
48,705
+3,085
+7% +$294K 0.5% 45
2021
Q3 		$4.12M Sell
45,620
-262
-0.6% -$25K 0.45% 53
2021
Q2 		$4.51M Buy
45,882
+1,831
+4% +$181K 0.5% 46
2021
Q1 		$4.21M Buy
44,051
+25,066
+132% +$2.28M 0.53% 44
2020
Q4 		$1.88M Buy
18,985
+248
+1% +$23.5K 0.26% 96
2020
Q3 		$1.77M Hold
18,737
– – 0.28% 90
2020
Q2 		$1.5M Sell
18,737
-76
-0.4% -$5.93K 0.25% 104
2020
Q1 		$1.39M Buy
+18,813
New +$1.45M 0.29% 100

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Roundview Capital's PGR Position: Q2 2026 in Review

Roundview Capital increased its Progressive (PGR) stake by 7.3% in Q2 2026, buying an estimated $996K and bringing the position to 72,363 shares worth $15.8M. The position accounts for 0.86% of the portfolio, ranked #28.

Roundview Capital first reported a position in PGR in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.4M in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Roundview Capital held 72,363 shares of Progressive worth $15.8M as of Q2 2026.
  • Roundview Capital bought 4,942 Progressive shares in Q2 2026, an estimated $996K.
  • Progressive made up 0.86% of Roundview Capital's portfolio in Q2 2026, its #28 holding.
  • Roundview Capital first reported a position in Progressive in Q1 2020 and has held it in 26 quarters since.
  • Roundview Capital's Progressive position peaked at $17.4M in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.