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Lountzis Asset Management’s Progressive PGR Stock Holding History

Lountzis Asset Management’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 		$14.2M Sell
71,542
-78
-0.1% -$16.1K 5.2% 4
2025
Q4 		$16.3M Sell
71,620
-487
-0.7% -$110K 5.79% 5
2025
Q3 		$17.8M Sell
72,107
-243
-0.3% -$59.9K 5.81% 6
2025
Q2 		$19.3M Sell
72,350
-104
-0.1% -$28.5K 6.8% 5
2025
Q1 		$19.5M Sell
72,454
-6,401
-8% -$1.67M 7.38% 2
2024
Q4 		$18.9M Sell
78,855
-1,337
-2% -$337K 8% 2
2024
Q3 		$20.3M Sell
80,192
-513
-0.6% -$119K 8.46% 3
2024
Q2 		$16.8M Sell
80,705
-310
-0.4% -$64.9K 7.83% 3
2024
Q1 		$16.8M Sell
81,015
-764
-0.9% -$142K 7.94% 3
2023
Q4 		$13M Sell
81,779
-905
-1% -$142K 7.11% 3
2023
Q3 		$11.5M Sell
82,684
-8
-0% -$1.05K 6.43% 4
2023
Q2 		$10.4M Sell
82,692
-5,132
-6% -$688K 5.75% 4
2023
Q1 		$12.6M Sell
87,824
-736
-0.8% -$101K 7.44% 3
2022
Q4 		$12.2M Sell
88,560
-3,217
-4% -$408K 7.32% 4
2022
Q3 		$10.7M Sell
91,777
-790
-0.9% -$95.1K 7.24% 3
2022
Q2 		$10.8M Sell
92,567
-687
-0.7% -$77.9K 7.2% 2
2022
Q1 		$10.6M Sell
93,254
-53
-0.1% -$5.73K 5.9% 6
2021
Q4 		$9.58M Sell
93,307
-206
-0.2% -$19.7K 5.47% 7
2021
Q3 		$8.45M Sell
93,513
-4,399
-4% -$419K 5.26% 6
2021
Q2 		$9.62M Sell
97,912
-1,120
-1% -$111K 5.86% 6
2021
Q1 		$9.47M Sell
99,032
-1,812
-2% -$165K 6.3% 5
2020
Q4 		$9.97M Sell
100,844
-4,991
-5% -$472K 7.32% 2
2020
Q3 		$10M Sell
105,835
-400
-0.4% -$36K 8.62% 3
2020
Q2 		$8.51M Buy
+106,235
New +$8.29M 8.06% 2

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lountzis Asset Management's PGR Position: Q1 2026 in Review

Lountzis Asset Management reduced its Progressive (PGR) stake by 0.11% in Q1 2026, selling an estimated $16.1K and leaving 71,542 shares worth $14.2M. The position accounts for 5.2% of the portfolio, ranked #4.

Lountzis Asset Management first reported a position in PGR in Q2 2020 and has held it in 24 quarters since. The position peaked at $20.3M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Lountzis Asset Management held 71,542 shares of Progressive worth $14.2M as of Q1 2026.
  • Lountzis Asset Management sold 78 Progressive shares in Q1 2026, an estimated $16.1K.
  • Progressive made up 5.2% of Lountzis Asset Management's portfolio in Q1 2026, its #4 holding.
  • Lountzis Asset Management first reported a position in Progressive in Q2 2020 and has held it in 24 quarters since.
  • Lountzis Asset Management's Progressive position peaked at $20.3M in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.