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Sage Mountain Advisors’s Progressive PGR Stock Holding History

Sage Mountain Advisors’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
Q1 		– Sell
-4,388
Closed -$999K – 495
2025
Q4 		$999K Sell
4,388
-400
-8% -$90.3K 0.05% 161
2025
Q3 		$1.18M Buy
4,788
+464
+11% +$114K 0.07% 141
2025
Q2 		$1.15M Buy
4,324
+741
+21% +$203K 0.08% 121
2025
Q1 		$1.01M Buy
3,583
+358
+11% +$93.6K 0.07% 117
2024
Q4 		$773K Buy
3,225
+107
+3% +$26.9K 0.06% 150
2024
Q3 		$791K Buy
3,118
+196
+7% +$45.6K 0.07% 139
2024
Q2 		$607K Buy
2,922
+1,142
+64% +$239K 0.06% 151
2024
Q1 		$368K Buy
1,780
+338
+23% +$62.7K 0.04% 208
2023
Q4 		$230K Buy
+1,442
New +$226K 0.03% 240
2023
Q3 		– Sell
-1,518
Closed -$201K – 379
2023
Q2 		$201K Buy
1,518
+68
+5% +$9.12K 0.03% 252
2023
Q1 		$207K Buy
+1,450
New +$200K 0.03% 227
2022
Q4 		– Sell
-4,080
Closed -$474K – 308
2022
Q3 		$474K Sell
4,080
-21
-0.5% -$2.53K 0.13% 72
2022
Q2 		$477K Buy
4,101
+56
+1% +$6.35K 0.08% 225
2022
Q1 		$461K Buy
+4,045
New +$437K 0.07% 278

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sage Mountain Advisors's PGR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 4,388 shares — an estimated $999K sold.

Sage Mountain Advisors first reported a position in PGR in Q1 2022 and held it in 14 quarters. The position peaked at $1.18M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,388 Progressive shares in Q1 2026, an estimated $999K.
  • Sage Mountain Advisors first reported a position in Progressive in Q1 2022 and held it in 14 quarters.
  • Sage Mountain Advisors's Progressive position peaked at $1.18M in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.