WC
PGR icon

Waterloo Capital’s Progressive PGR Stock Holding History

Waterloo 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 		$2.61M Buy
11,949
+1,123
+10% +$226K 0.15% 143
2026
Q1 		$2.15M Buy
10,826
+785
+8% +$162K 0.15% 135
2025
Q4 		$2.29M Sell
10,041
-5
-0% -$1.13K 0.16% 128
2025
Q3 		$2.48M Buy
10,046
+184
+2% +$45.4K 0.18% 123
2025
Q2 		$2.63M Sell
9,862
-133
-1% -$36.5K 0.21% 111
2025
Q1 		$2.83M Buy
9,995
+672
+7% +$176K 0.26% 99
2024
Q4 		$2.23M Sell
9,323
-384
-4% -$96.7K 0.24% 101
2024
Q3 		$2.46M Sell
9,707
-381
-4% -$88.6K 0.27% 93
2024
Q2 		$2.1M Sell
10,088
-547
-5% -$114K 0.25% 97
2024
Q1 		$2.2M Buy
10,635
+1,154
+12% +$214K 0.28% 88
2023
Q4 		$1.51M Buy
9,481
+68
+0.7% +$10.6K 0.24% 100
2023
Q3 		$1.31M Buy
9,413
+2,407
+34% +$317K 0.38% 55
2023
Q2 		$927K Sell
7,006
-939
-12% -$126K 0.27% 61
2023
Q1 		$1.14M Buy
+7,945
New +$1.1M 0.35% 50

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 $3.38T AUM 44.17% 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

Waterloo Capital's PGR Position: Q2 2026 in Review

Waterloo Capital increased its Progressive (PGR) stake by 10% in Q2 2026, buying an estimated $226K and bringing the position to 11,949 shares worth $2.61M. The position accounts for 0.15% of the portfolio, ranked #143.

Waterloo Capital first reported a position in PGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.83M in Q1 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Waterloo Capital held 11,949 shares of Progressive worth $2.61M as of Q2 2026.
  • Waterloo Capital bought 1,123 Progressive shares in Q2 2026, an estimated $226K.
  • Progressive made up 0.15% of Waterloo Capital's portfolio in Q2 2026, its #143 holding.
  • Waterloo Capital first reported a position in Progressive in Q1 2023 and has held it in 14 quarters since.
  • Waterloo Capital's Progressive position peaked at $2.83M in Q1 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.