Speece Thorson Capital Group’s Progressive PGR Stock Holding History

Speece Thorson Capital Group’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	–	Sell	-1,426	Closed	-$325K	–	44
2025 Q4	$325K	Hold	1,426	–	–	0.07%	41
2025 Q3	$352K	Hold	1,426	–	–	0.07%	43
2025 Q2	$381K	Hold	1,426	–	–	0.08%	42
2025 Q1	$404K	Hold	1,426	–	–	0.08%	42
2024 Q4	$342K	Hold	1,426	–	–	0.07%	41
2024 Q3	$362K	Hold	1,426	–	–	0.07%	42
2024 Q2	$296K	Hold	1,426	–	–	0.06%	42
2024 Q1	$295K	Sell	1,426 -1,084	-43%	-$201K	0.06%	43
2023 Q4	$400K	Hold	2,510	–	–	0.08%	41
2023 Q3	$350K	Hold	2,510	–	–	0.08%	39
2023 Q2	$332K	Sell	2,510 -200	-7%	-$26.8K	0.07%	39
2023 Q1	$388K	Hold	2,710	–	–	0.08%	38
2022 Q4	$352K	Hold	2,710	–	–	0.08%	37
2022 Q3	$315K	Sell	2,710 -38,258	-93%	-$4.61M	0.07%	38
2022 Q2	$4.76M	Sell	40,968 -32,877	-45%	-$3.73M	1.12%	37
2022 Q1	$8.42M	Sell	73,845 -34,134	-32%	-$3.69M	1.8%	28
2021 Q4	$11.1M	Buy	107,979 +381	+0.4%	+$36.4K	2.12%	25
2021 Q3	$9.73M	Sell	107,598 -63	-0.1%	-$6K	2.04%	25
2021 Q2	$10.6M	Sell	107,661 -541	-0.5%	-$53.5K	2.21%	20
2021 Q1	$10.3M	Sell	108,202 -628	-0.6%	-$57.1K	2.18%	22
2020 Q4	$10.8M	Sell	108,830 -1,645	-1%	-$156K	2.56%	18
2020 Q3	$10.5M	Buy	110,475 +543	+0.5%	+$48.8K	2.77%	19
2020 Q2	$8.81M	Sell	109,932 -1,284	-1%	-$100K	2.54%	20
2020 Q1	$8.21M	Sell	111,216 -1,706	-2%	-$131K	2.83%	16
2019 Q4	$8.17M	Buy	112,922 +14,112	+14%	+$1.02M	2.12%	22
2019 Q3	$7.63M	Sell	98,810 -2,348	-2%	-$185K	2.04%	23
2019 Q2	$8.09M	Sell	101,158 -27,764	-22%	-$2.15M	2.15%	24
2019 Q1	$9.29M	Sell	128,922 -3,494	-3%	-$239K	2.56%	16
2018 Q4	$7.99M	Buy	132,416 +6,364	+5%	+$423K	2.39%	18
2018 Q3	$8.96M	Sell	126,052 -20,445	-14%	-$1.32M	2.08%	29
2018 Q2	$8.66M	Sell	146,497 -3,282	-2%	-$201K	1.83%	28
2018 Q1	$9.13M	Sell	149,779 -9,690	-6%	-$553K	1.94%	25
2017 Q4	$8.98M	Sell	159,469 -1,199	-0.7%	-$62K	1.78%	29
2017 Q3	$7.78M	Sell	160,668 -161,333	-50%	-$7.55M	1.62%	32
2017 Q2	$14.2M	Sell	322,001 -56,001	-15%	-$2.33M	2.96%	17
2017 Q1	$14.8M	Sell	378,002 -56,112	-13%	-$2.14M	3.13%	14
2016 Q4	$15.4M	Buy	434,114 +34,348	+9%	+$1.14M	3.45%	5
2016 Q3	$12.6M	Buy	399,766 +3,648	+0.9%	+$119K	2.7%	19
2016 Q2	$13.3M	Buy	396,118 +5,192	+1%	+$172K	2.88%	14
2016 Q1	$13.7M	Sell	390,926 -44,910	-10%	-$1.44M	3.08%	10
2015 Q4	$13.9M	Sell	435,836 -65,192	-13%	-$2.07M	3.37%	9
2015 Q3	$15.4M	Sell	501,028 -71,485	-12%	-$2.16M	3.82%	4
2015 Q2	$15.9M	Sell	572,513 -4,530	-0.8%	-$124K	3.83%	5
2015 Q1	$15.7M	Buy	577,043 +7,860	+1%	+$210K	3.68%	7
2014 Q4	$15.4M	Buy	569,183 +67,790	+14%	+$1.79M	3.74%	8
2014 Q3	$12.7M	Buy	501,393 +112,830	+29%	+$2.78M	3.24%	13
2014 Q2	$9.85M	Sell	388,563 -3,150	-0.8%	-$78K	2.51%	20
2014 Q1	$9.49M	Buy	391,713 +121,380	+45%	+$2.95M	2.5%	22
2013 Q4	$7.37M	Sell	270,333 -4,338	-2%	-$117K	1.95%	28
2013 Q3	$7.48M	Sell	274,671 -3,670	-1%	-$95.2K	2.07%	26
2013 Q2	$7.08M	Buy	+278,341	New	+$7.04M	2.06%	24

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 $137B AUM 18.02% 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

Speece Thorson Capital Group's PGR Position: Q1 2026 in Review

Speece Thorson Capital Group sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,426 shares — an estimated $325K sold.

Speece Thorson Capital Group first reported a position in PGR in Q2 2013 and held it in 51 quarters. The position peaked at $15.9M in Q2 2015. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Speece Thorson Capital Group reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
Speece Thorson Capital Group sold 1,426 Progressive shares in Q1 2026, an estimated $325K.
Speece Thorson Capital Group first reported a position in Progressive in Q2 2013 and held it in 51 quarters.
Speece Thorson Capital Group's Progressive position peaked at $15.9M in Q2 2015.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.