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New Vernon Investment Management’s Progressive PGR Stock Holding History

New Vernon Investment 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
2025
Q4 		– Sell
-28,034
Closed -$6.92M – 41
2025
Q3 		$6.92M Hold
28,034
– – 6.46% 2
2025
Q2 		$7.48M Buy
28,034
+10,517
+60% +$2.88M 8.7% 1
2025
Q1 		$4.96M Buy
17,517
+13,992
+397% +$3.66M 6.63% 3
2024
Q4 		$542K Sell
3,525
-31,521
-90% -$7.93M 0.72% 33
2024
Q3 		$8.89M Buy
35,046
+9,349
+36% +$2.17M 9.57% 1
2024
Q2 		$5.34M Sell
25,697
-18,697
-42% -$3.91M 6.93% 2
2024
Q1 		$9.18M Buy
44,394
+18,697
+73% +$3.47M 7.8% 2
2023
Q4 		$4.09M Buy
+25,697
New +$4.02M 4.72% 10
2022
Q3 		– Sell
-42,814
Closed -$4.98M – 32
2022
Q2 		$4.98M Hold
42,814
– – 8.57% 2
2022
Q1 		$4.88M Buy
+42,814
New +$4.63M 6.8% 7
2020
Q4 		– Sell
-24,327
Closed -$2.3M – 40
2020
Q3 		$2.3M Buy
24,327
+13,346
+122% +$1.2M 5.19% 6
2020
Q2 		$880K Buy
+10,981
New +$857K 2.21% 14
2018
Q1 		– Sell
-73,007
Closed -$4.11M – 52
2017
Q4 		$4.11M Buy
73,007
+4,887
+7% +$253K 4.28% 6
2017
Q3 		$3.3M Buy
68,120
+28,000
+70% +$1.31M 3.66% 8
2017
Q2 		$1.77M Hold
40,120
– – 2.23% 19
2017
Q1 		$1.57M Buy
+40,120
New +$1.53M 2.05% 18

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

New Vernon Investment Management's PGR Position: Q4 2025 in Review

New Vernon Investment Management sold out of Progressive (PGR) in Q4 2025, closing a stake of 28,034 shares — an estimated $6.92M sold.

New Vernon Investment Management first reported a position in PGR in Q1 2017 and held it in 16 quarters. The position peaked at $9.18M in Q1 2024. 1,829 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • New Vernon Investment Management reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • New Vernon Investment Management sold 28,034 Progressive shares in Q4 2025, an estimated $6.92M.
  • New Vernon Investment Management first reported a position in Progressive in Q1 2017 and held it in 16 quarters.
  • New Vernon Investment Management's Progressive position peaked at $9.18M in Q1 2024.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on New Vernon Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.