Monarch Capital Management’s Progressive PGR Stock Holding History

Monarch Capital 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	$1.23M	Buy	5,633 +2,640	+88%	+$532K	0.28%	75
2026 Q1	$593K	Buy	2,993 +2,093	+233%	+$432K	0.15%	92
2025 Q4	$205K	Buy	+900	New	+$203K	0.05%	123

Other funds holding PGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Monarch Capital Management's PGR Position: Q2 2026 in Review

Monarch Capital Management increased its Progressive (PGR) stake by 88% in Q2 2026, buying an estimated $532K and bringing the position to 5,633 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #75.

Monarch Capital Management first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Monarch Capital Management held 5,633 shares of Progressive worth $1.23M as of Q2 2026.
Monarch Capital Management bought 2,640 Progressive shares in Q2 2026, an estimated $532K.
Progressive made up 0.28% of Monarch Capital Management's portfolio in Q2 2026, its #75 holding.
Monarch Capital Management first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.