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 Q2	$15M	Sell	68,543 -2,999	-4%	-$604K	4.74%	6
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 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

Lountzis Asset Management's PGR Position: Q2 2026 in Review

Lountzis Asset Management reduced its Progressive (PGR) stake by 4.2% in Q2 2026, selling an estimated $604K and leaving 68,543 shares worth $15M. The position accounts for 4.74% of the portfolio, ranked #6.

Lountzis Asset Management first reported a position in PGR in Q2 2020 and has held it in 25 quarters since. The position peaked at $20.3M in Q3 2024. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Lountzis Asset Management held 68,543 shares of Progressive worth $15M as of Q2 2026.
Lountzis Asset Management sold 2,999 Progressive shares in Q2 2026, an estimated $604K.
Progressive made up 4.74% of Lountzis Asset Management's portfolio in Q2 2026, its #6 holding.
Lountzis Asset Management first reported a position in Progressive in Q2 2020 and has held it in 25 quarters since.
Lountzis Asset Management's Progressive position peaked at $20.3M in Q3 2024.
1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.