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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
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 $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

Roundview Capital's PGR Position: Q1 2026 in Review

Roundview Capital increased its Progressive (PGR) stake by 4.3% in Q1 2026, buying an estimated $569K and bringing the position to 67,421 shares worth $13.4M. The position accounts for 0.83% of the portfolio, ranked #26.

Roundview Capital first reported a position in PGR in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.4M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Roundview Capital held 67,421 shares of Progressive worth $13.4M as of Q1 2026.
  • Roundview Capital bought 2,757 Progressive shares in Q1 2026, an estimated $569K.
  • Progressive made up 0.83% of Roundview Capital's portfolio in Q1 2026, its #26 holding.
  • Roundview Capital first reported a position in Progressive in Q1 2020 and has held it in 25 quarters since.
  • Roundview Capital's Progressive position peaked at $17.4M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.