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Vaughan David Investments’s Progressive PGR Stock Holding History

Vaughan David Investments’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 		$33.4M Buy
153,088
+8,309
+6% +$1.67M 0.67% 77
2026
Q1 		$28.7M Buy
144,779
+30,853
+27% +$6.37M 0.61% 83
2025
Q4 		$25.9M Buy
113,926
+111,355
+4,331% +$25.1M 0.56% 83
2025
Q3 		$635K Sell
2,571
-437
-15% -$108K 0.01% 156
2025
Q2 		$803K Buy
3,008
+90
+3% +$24.7K 0.02% 148
2025
Q1 		$826K Sell
2,918
-50
-2% -$13.1K 0.02% 136
2024
Q4 		$711K Hold
2,968
– – 0.02% 142
2024
Q3 		$753K Sell
2,968
-515
-15% -$120K 0.02% 141
2024
Q2 		$723K Hold
3,483
– – 0.02% 141
2024
Q1 		$720K Sell
3,483
-25
-0.7% -$4.64K 0.02% 143
2023
Q4 		$559K Sell
3,508
-175
-5% -$27.4K 0.02% 146
2023
Q3 		$513K Buy
3,683
+25
+0.7% +$3.29K 0.02% 150
2023
Q2 		$484K Sell
3,658
-525
-13% -$70.4K 0.01% 156
2023
Q1 		$598K Sell
4,183
-150
-3% -$20.7K 0.02% 148
2022
Q4 		$562K Sell
4,333
-968
-18% -$123K 0.02% 146
2022
Q3 		$616K Buy
5,301
+1,026
+24% +$124K 0.02% 141
2022
Q2 		$497K Sell
4,275
-1,920
-31% -$218K 0.02% 145
2022
Q1 		$706K Sell
6,195
-1,070
-15% -$116K 0.02% 135
2021
Q4 		$746K Sell
7,265
-2,735
-27% -$261K 0.02% 135
2021
Q3 		$904K Sell
10,000
-5,640
-36% -$538K 0.03% 127
2021
Q2 		$1.54M Sell
15,640
-5,130
-25% -$507K 0.05% 114
2021
Q1 		$1.99M Sell
20,770
-262,132
-93% -$23.8M 0.06% 105
2020
Q4 		$28M Sell
282,902
-3,578
-1% -$338K 0.96% 45
2020
Q3 		$27.1M Buy
286,480
+608
+0.2% +$54.6K 1.05% 37
2020
Q2 		$22.9M Buy
285,872
+7,357
+3% +$574K 0.94% 48
2020
Q1 		$20.6M Buy
278,515
+20,160
+8% +$1.55M 0.96% 45
2019
Q4 		$18.7M Buy
+258,355
New +$18.6M 0.68% 79

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

Vaughan David Investments's PGR Position: Q2 2026 in Review

Vaughan David Investments increased its Progressive (PGR) stake by 5.7% in Q2 2026, buying an estimated $1.67M and bringing the position to 153,088 shares worth $33.4M. The position accounts for 0.67% of the portfolio, ranked #77.

Vaughan David Investments first reported a position in PGR in Q4 2019 and has held it in 27 quarters since. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Vaughan David Investments held 153,088 shares of Progressive worth $33.4M as of Q2 2026.
  • Vaughan David Investments bought 8,309 Progressive shares in Q2 2026, an estimated $1.67M.
  • Progressive made up 0.67% of Vaughan David Investments's portfolio in Q2 2026, its #77 holding.
  • Vaughan David Investments first reported a position in Progressive in Q4 2019 and has held it in 27 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.