First American Trust’s Progressive PGR Stock Holding History

First American Trust’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	$6.11M	Sell	27,990 -13,961	-33%	-$2.81M	0.37%	85
2026 Q1	$8.32M	Buy	41,951 +9,561	+30%	+$1.97M	0.56%	54
2025 Q4	$7.38M	Sell	32,390 -4,701	-13%	-$1.06M	0.51%	61
2025 Q3	$9.16M	Sell	37,091 -1,357	-4%	-$335K	0.67%	46
2025 Q2	$10.3M	Buy	38,448 +12,927	+51%	+$3.54M	0.82%	32
2025 Q1	$7.22M	Buy	+25,521	New	+$6.68M	0.66%	52

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First American Trust's PGR Position: Q2 2026 in Review

First American Trust reduced its Progressive (PGR) stake by 33% in Q2 2026, selling an estimated $2.81M and leaving 27,990 shares worth $6.11M. The position accounts for 0.37% of the portfolio, ranked #85.

First American Trust first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q2 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

First American Trust held 27,990 shares of Progressive worth $6.11M as of Q2 2026.
First American Trust sold 13,961 Progressive shares in Q2 2026, an estimated $2.81M.
Progressive made up 0.37% of First American Trust's portfolio in Q2 2026, its #85 holding.
First American Trust first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
First American Trust's Progressive position peaked at $10.3M in Q2 2025.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.