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Lummis Asset Management’s Progressive PGR Stock Holding History

Lummis 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 		$17.7K Buy
81
+8
+11% +$1.61K 0.01% 113
2026
Q1 		$14.5K Hold
73
– – 0.01% 117
2025
Q4 		$16.6K Hold
73
– – 0.01% 108
2025
Q3 		$18K Hold
73
– – 0.01% 108
2025
Q2 		$19.5K Hold
73
– – 0.01% 99
2025
Q1 		$20.7K Hold
73
– – 0.01% 99
2024
Q4 		$17.5K Hold
73
– – 0.02% 75
2024
Q3 		$18.5K Hold
73
– – 0.02% 83
2024
Q2 		$15.2K Hold
73
– – 0.02% 82
2024
Q1 		$15.1K Hold
73
– – 0.02% 84
2023
Q4 		$11.6K Buy
+73
New +$11.4K 0.01% 116

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Lummis Asset Management increased its Progressive (PGR) stake by 11% in Q2 2026, buying an estimated $1.61K and bringing the position to 81 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #113.

Lummis Asset Management first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Lummis Asset Management held 81 shares of Progressive worth $17.7K as of Q2 2026.
  • Lummis Asset Management bought 8 Progressive shares in Q2 2026, an estimated $1.61K.
  • Progressive made up 0.01% of Lummis Asset Management's portfolio in Q2 2026, its #113 holding.
  • Lummis Asset Management first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's Progressive position peaked at $20.7K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.