Sumitomo Mitsui Trust Group
PGR icon

Sumitomo Mitsui Trust Group’s Progressive PGR Stock Holding History

Sumitomo Mitsui Trust Group’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 		$283M Sell
1,429,333
-377,735
-21% -$78M 0.18% 102
2025
Q4 		$412M Buy
1,807,068
+97,275
+6% +$22M 0.24% 78
2025
Q3 		$422M Sell
1,709,793
-74,740
-4% -$18.4M 0.24% 81
2025
Q2 		$476M Sell
1,784,533
-92,955
-5% -$25.5M 0.3% 68
2025
Q1 		$531M Sell
1,877,488
-8,862
-0.5% -$2.32M 0.38% 43
2024
Q4 		$452M Sell
1,886,350
-31,118
-2% -$7.83M 0.31% 59
2024
Q3 		$487M Sell
1,917,468
-4,314
-0.2% -$1M 0.34% 55
2024
Q2 		$399M Sell
1,921,782
-87,410
-4% -$18.3M 0.29% 69
2024
Q1 		$416M Sell
2,009,192
-54,265
-3% -$10.1M 0.29% 70
2023
Q4 		$329M Buy
2,063,457
+105,997
+5% +$16.6M 0.24% 86
2023
Q3 		$273M Sell
1,957,460
-112,477
-5% -$14.8M 0.22% 92
2023
Q2 		$274M Sell
2,069,937
-429,208
-17% -$57.5M 0.21% 98
2023
Q1 		$358M Sell
2,499,145
-23,562
-0.9% -$3.25M 0.27% 81
2022
Q4 		$327M Sell
2,522,707
-93,157
-4% -$11.8M 0.26% 91
2022
Q3 		$304M Buy
2,615,864
+40,089
+2% +$4.83M 0.25% 90
2022
Q2 		$299M Buy
2,575,775
+202,257
+9% +$22.9M 0.23% 93
2022
Q1 		$271M Sell
2,373,518
-293,072
-11% -$31.7M 0.18% 118
2021
Q4 		$274M Sell
2,666,590
-10,067
-0.4% -$961K 0.17% 129
2021
Q3 		$242M Sell
2,676,657
-130,810
-5% -$12.5M 0.15% 140
2021
Q2 		$276M Sell
2,807,467
-150,424
-5% -$14.9M 0.16% 140
2021
Q1 		$283M Sell
2,957,891
-281,111
-9% -$25.5M 0.18% 127
2020
Q4 		$320M Sell
3,239,002
-212,062
-6% -$20.1M 0.21% 112
2020
Q3 		$327M Sell
3,451,064
-221,903
-6% -$19.9M 0.22% 97
2020
Q2 		$294M Buy
3,672,967
+553,807
+18% +$43.2M 0.21% 106
2020
Q1 		$230M Buy
3,119,160
+133,780
+4% +$10.3M 0.2% 113
2019
Q4 		$209M Sell
2,985,380
-36,280
-1% -$2.62M 0.16% 136
2019
Q3 		$233M Sell
3,021,660
-119,376
-4% -$9.39M 0.2% 107
2019
Q2 		$251M Sell
3,141,036
-35,552
-1% -$2.75M 0.22% 92
2019
Q1 		$229M Buy
3,176,588
+552,351
+21% +$37.8M 0.21% 103
2018
Q4 		$157M Buy
2,624,237
+321,172
+14% +$21.4M 0.17% 135
2018
Q3 		$164M Buy
2,303,065
+49,375
+2% +$3.18M 0.18% 126
2018
Q2 		$133M Buy
2,253,690
+366,151
+19% +$22.4M 0.16% 151
2018
Q1 		$115M Sell
1,887,539
-68,634
-4% -$3.92M 0.15% 164
2017
Q4 		$110M Buy
1,956,173
+52,405
+3% +$2.71M 0.14% 165
2017
Q3 		$92.2M Buy
1,903,768
+178,770
+10% +$8.36M 0.13% 183
2017
Q2 		$76.1M Buy
1,724,998
+45,903
+3% +$1.91M 0.11% 211
2017
Q1 		$65.8M Sell
1,679,095
-25,525
-1% -$974K 0.1% 230
2016
Q4 		$60.5M Sell
1,704,620
-186,057
-10% -$6.15M 0.1% 238
2016
Q3 		$59.6M Sell
1,890,677
-59,733
-3% -$1.94M 0.1% 249
2016
Q2 		$65.3M Buy
1,950,410
+45,396
+2% +$1.5M 0.11% 219
2016
Q1 		$66.9M Buy
1,905,014
+67,920
+4% +$2.17M 0.12% 202
2015
Q4 		$59.4M Buy
1,837,094
+63,462
+4% +$2.02M 0.11% 224
2015
Q3 		$54.3M Buy
1,773,632
+108,532
+7% +$3.28M 0.11% 231
2015
Q2 		$46.3M Sell
1,665,100
-17,279
-1% -$471K 0.08% 279
2015
Q1 		$45.8M Buy
1,682,379
+182,392
+12% +$4.87M 0.08% 291
2014
Q4 		$40.8M Buy
1,499,987
+135,229
+10% +$3.57M 0.08% 293
2014
Q3 		$34.5M Sell
1,364,758
-35,470
-3% -$874K 0.07% 325
2014
Q2 		$35.5M Sell
1,400,228
-64,799
-4% -$1.61M 0.07% 314
2014
Q1 		$35.5M Sell
1,465,027
-21,067
-1% -$512K 0.07% 311
2013
Q4 		$40.4M Sell
1,486,094
-63,797
-4% -$1.72M 0.08% 278
2013
Q3 		$42.2M Sell
1,549,891
-131,442
-8% -$3.41M 0.09% 255
2013
Q2 		$42.7M Buy
+1,681,333
New +$42.5M 0.1% 241

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

Sumitomo Mitsui Trust Group's PGR Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Progressive (PGR) stake by 21% in Q1 2026, selling an estimated $78M and leaving 1,429,333 shares worth $283M. The position accounts for 0.18% of the portfolio, ranked #102.

Sumitomo Mitsui Trust Group first reported a position in PGR in Q2 2013 and has held it in 52 quarters since. The position peaked at $531M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,429,333 shares of Progressive worth $283M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 377,735 Progressive shares in Q1 2026, an estimated $78M.
  • Progressive made up 0.18% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #102 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Progressive in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Progressive position peaked at $531M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.