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Tortoise Investment Management’s Progressive PGR Stock Holding History

Tortoise 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 		$6.49M Buy
29,699
+31
+0.1% +$6.25K 0.48% 56
2026
Q1 		$5.88M Sell
29,668
-432
-1% -$89.2K 0.49% 57
2025
Q4 		$6.85M Buy
30,100
+141
+0.5% +$31.8K 0.6% 50
2025
Q3 		$7.4M Sell
29,959
-5
-0% -$1.23K 0.66% 48
2025
Q2 		$8M Sell
29,964
-1,493
-5% -$409K 0.76% 43
2025
Q1 		$8.9M Sell
31,457
-1,165
-4% -$305K 0.93% 34
2024
Q4 		$7.82M Sell
32,622
-961
-3% -$242K 0.83% 36
2024
Q3 		$8.52M Sell
33,583
-1,559
-4% -$362K 0.89% 36
2024
Q2 		$7.3M Buy
35,142
+55
+0.2% +$11.5K 0.83% 36
2024
Q1 		$7.26M Buy
35,087
+15
+0% +$2.78K 0.88% 34
2023
Q4 		$5.59M Buy
35,072
+25
+0.1% +$3.91K 0.76% 38
2023
Q3 		$4.88M Buy
35,047
+26
+0.1% +$3.42K 0.73% 37
2023
Q2 		$4.64M Buy
35,021
+18,211
+108% +$2.44M 0.69% 40
2023
Q1 		$2.4M Buy
16,810
+13
+0.1% +$1.79K 0.38% 68
2022
Q4 		$2.18M Sell
16,797
-87
-0.5% -$11K 0.38% 63
2022
Q3 		$1.96M Sell
16,884
-7
-0% -$843 0.38% 62
2022
Q2 		$1.96M Sell
16,891
-1,409
-8% -$160K 0.39% 65
2022
Q1 		$2.09M Buy
18,300
+15,200
+490% +$1.64M 0.39% 58
2021
Q4 		$318K Buy
3,100
+3,000
+3,000% +$286K 0.06% 134
2021
Q3 		$9K Hold
100
– – ﹤0.01% 482
2021
Q2 		$10K Hold
100
– – ﹤0.01% 468
2021
Q1 		$10K Hold
100
– – ﹤0.01% 445
2020
Q4 		$10K Buy
+100
New +$9.46K ﹤0.01% 417

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

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

Tortoise Investment Management increased its Progressive (PGR) stake by 0.1% in Q2 2026, buying an estimated $6.25K and bringing the position to 29,699 shares worth $6.49M. The position accounts for 0.48% of the portfolio, ranked #56.

Tortoise Investment Management first reported a position in PGR in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.9M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Tortoise Investment Management held 29,699 shares of Progressive worth $6.49M as of Q2 2026.
  • Tortoise Investment Management bought 31 Progressive shares in Q2 2026, an estimated $6.25K.
  • Progressive made up 0.48% of Tortoise Investment Management's portfolio in Q2 2026, its #56 holding.
  • Tortoise Investment Management first reported a position in Progressive in Q4 2020 and has held it in 23 quarters since.
  • Tortoise Investment Management's Progressive position peaked at $8.9M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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