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AlTi Global’s Progressive PGR Stock Holding History

AlTi Global’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 		$619K Sell
2,833
-115
-4% -$23.2K 0.01% 334
2026
Q1 		$584K Sell
2,948
-585
-17% -$121K 0.01% 296
2025
Q4 		$804K Sell
3,533
-21,021
-86% -$4.75M 0.02% 258
2025
Q3 		$6.06M Sell
24,554
-462
-2% -$114K 0.14% 90
2025
Q2 		$6.67M Buy
+25,016
New +$6.86M 0.17% 74
2024
Q3 		– Sell
-1,771
Closed -$368K – 403
2024
Q2 		$368K Buy
1,771
+441
+33% +$92.3K 0.01% 295
2024
Q1 		$275K Buy
+1,330
New +$247K 0.01% 327

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AlTi Global's PGR Position: Q2 2026 in Review

AlTi Global reduced its Progressive (PGR) stake by 3.9% in Q2 2026, selling an estimated $23.2K and leaving 2,833 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #334.

AlTi Global first reported a position in PGR in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.67M in Q2 2025. 1,049 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • AlTi Global held 2,833 shares of Progressive worth $619K as of Q2 2026.
  • AlTi Global sold 115 Progressive shares in Q2 2026, an estimated $23.2K.
  • Progressive made up 0.01% of AlTi Global's portfolio in Q2 2026, its #334 holding.
  • AlTi Global first reported a position in Progressive in Q1 2024 and has held it in 7 quarters since.
  • AlTi Global's Progressive position peaked at $6.67M in Q2 2025.
  • 1,049 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.