Alta Advisers’s Progressive PGR Stock Holding History

Alta Advisers’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	$463K	Hold	2,336	–	–	0.17%	87
2025 Q4	$532K	Sell	2,336 -700	-23%	-$158K	0.19%	83
2025 Q3	$750K	Hold	3,036	–	–	0.23%	77
2025 Q2	$810K	Hold	3,036	–	–	0.29%	62
2025 Q1	$859K	Buy	3,036 +1,100	+57%	+$288K	0.37%	49
2024 Q4	$464K	Buy	1,936 +336	+21%	+$84.6K	0.29%	70
2024 Q3	$406K	Hold	1,600	–	–	0.19%	68
2024 Q2	$332K	Hold	1,600	–	–	0.16%	74
2024 Q1	$331K	Hold	1,600	–	–	0.16%	76
2023 Q4	$255K	Hold	1,600	–	–	0.14%	98
2023 Q3	$223K	Hold	1,600	–	–	0.13%	98
2023 Q2	$212K	Hold	1,600	–	–	0.12%	102
2023 Q1	$229K	Hold	1,600	–	–	0.14%	91
2022 Q4	$208K	Hold	1,600	–	–	0.12%	97
2022 Q3	$186K	Buy	+1,600	New	+$193K	0.12%	97

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

Alta Advisers's PGR Position: Q1 2026 in Review

Alta Advisers held its Progressive (PGR) position steady in Q1 2026 at 2,336 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #87.

Alta Advisers first reported a position in PGR in Q3 2022 and has held it in 15 quarters since. The position peaked at $859K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Alta Advisers held 2,336 shares of Progressive worth $463K as of Q1 2026.
Alta Advisers left its Progressive share count unchanged in Q1 2026.
Progressive made up 0.17% of Alta Advisers's portfolio in Q1 2026, its #87 holding.
Alta Advisers first reported a position in Progressive in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Progressive position peaked at $859K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.