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Monument Capital Management’s Progressive PGR Stock Holding History

Monument 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 		$667K Sell
3,055
-13,099
-81% -$2.64M 0.13% 139
2026
Q1 		$3.2M Buy
16,154
+2,044
+14% +$422K 0.8% 50
2025
Q4 		$3.21M Buy
14,110
+96
+0.7% +$21.7K 0.8% 47
2025
Q3 		$3.46M Sell
14,014
-203
-1% -$50K 0.87% 45
2025
Q2 		$3.79M Buy
14,217
+130
+0.9% +$35.6K 0.99% 34
2025
Q1 		$3.99M Buy
14,087
+325
+2% +$85K 1.23% 24
2024
Q4 		$3.3M Buy
13,762
+44
+0.3% +$11.1K 0.91% 33
2024
Q3 		$3.48M Buy
13,718
+249
+2% +$57.9K 0.96% 32
2024
Q2 		$2.8M Buy
13,469
+178
+1% +$37.3K 0.82% 41
2024
Q1 		$2.75M Buy
13,291
+10,706
+414% +$1.99M 0.79% 47
2023
Q4 		$412K Buy
2,585
+15
+0.6% +$2.35K 0.13% 129
2023
Q3 		$358K Sell
2,570
-658
-20% -$86.6K 0.12% 129
2023
Q2 		$427K Sell
3,228
-283
-8% -$37.9K 0.14% 114
2023
Q1 		$502K Buy
3,511
+187
+6% +$25.8K 0.17% 96
2022
Q4 		$431K Sell
3,324
-960
-22% -$122K 0.15% 106
2022
Q3 		$498K Buy
4,284
+1,836
+75% +$221K 0.19% 95
2022
Q2 		$285K Buy
+2,448
New +$278K 0.11% 122

Other funds holding PGR

Sumitomo Mitsui Trust Group
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
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
New York State Common Retirement Fund
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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Monument Capital Management reduced its Progressive (PGR) stake by 81% in Q2 2026, selling an estimated $2.64M and leaving 3,055 shares worth $667K. The position accounts for 0.13% of the portfolio, ranked #139.

Monument Capital Management first reported a position in PGR in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.99M in Q1 2025. 746 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Monument Capital Management held 3,055 shares of Progressive worth $667K as of Q2 2026.
  • Monument Capital Management sold 13,099 Progressive shares in Q2 2026, an estimated $2.64M.
  • Progressive made up 0.13% of Monument Capital Management's portfolio in Q2 2026, its #139 holding.
  • Monument Capital Management first reported a position in Progressive in Q2 2022 and has held it in 17 quarters since.
  • Monument Capital Management's Progressive position peaked at $3.99M in Q1 2025.
  • 746 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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