Summit Asset Management’s Progressive PGR Stock Holding History

Summit Asset 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	$1.3M	Hold	5,947	–	–	0.17%	62
2026 Q1	$1.18M	Buy	5,947 +94	+2%	+$19.4K	0.16%	67
2025 Q4	$1.33M	Hold	5,853	–	–	0.19%	62
2025 Q3	$1.45M	Sell	5,853 -42	-0.7%	-$10.4K	0.22%	56
2025 Q2	$1.57M	Hold	5,895	–	–	0.26%	54
2025 Q1	$1.67M	Hold	5,895	–	–	0.29%	49
2024 Q4	$1.41M	Hold	5,895	–	–	0.25%	48
2024 Q3	$1.5M	Hold	5,895	–	–	0.28%	42
2024 Q2	$1.22M	Hold	5,895	–	–	0.25%	46
2024 Q1	$1.22M	Hold	5,895	–	–	0.26%	44
2023 Q4	$939K	Hold	5,895	–	–	0.22%	51
2023 Q3	$821K	Sell	5,895 -9,880	-63%	-$1.3M	0.22%	53
2023 Q2	$2.09M	Hold	15,775	–	–	0.55%	28
2023 Q1	$2.26M	Hold	15,775	–	–	0.62%	26
2022 Q4	$2.05M	Hold	15,775	–	–	0.59%	28
2022 Q3	$1.83M	Sell	15,775 -75	-0.5%	-$9.03K	0.59%	29
2022 Q2	$1.84M	Sell	15,850 -216	-1%	-$24.5K	0.57%	31
2022 Q1	$1.83M	Buy	16,066 +500	+3%	+$54.1K	0.53%	30
2021 Q4	$1.6M	Buy	15,566 +41	+0.3%	+$3.91K	0.45%	32
2021 Q3	$1.4M	Hold	15,525	–	–	0.44%	30
2021 Q2	$1.52M	Buy	15,525 +75	+0.5%	+$7.42K	0.48%	27
2021 Q1	$1.48M	Buy	15,450 +600	+4%	+$54.5K	0.5%	28
2020 Q4	$1.47M	Hold	14,850	–	–	0.54%	28
2020 Q3	$1.41M	Hold	14,850	–	–	0.58%	27
2020 Q2	$1.19M	Hold	14,850	–	–	0.54%	25
2020 Q1	$1.1M	Hold	14,850	–	–	0.59%	24
2019 Q4	$1.07M	Hold	14,850	–	–	0.46%	32
2019 Q3	$1.15M	Hold	14,850	–	–	0.53%	26
2019 Q2	$1.19M	Hold	14,850	–	–	0.56%	26
2019 Q1	$1.07M	Buy	+14,850	New	+$1.02M	0.53%	30

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Asset Management's PGR Position: Q2 2026 in Review

Summit Asset Management held its Progressive (PGR) position steady in Q2 2026 at 5,947 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #62.

Summit Asset Management first reported a position in PGR in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.26M in Q1 2023. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Summit Asset Management held 5,947 shares of Progressive worth $1.3M as of Q2 2026.
Summit Asset Management left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.17% of Summit Asset Management's portfolio in Q2 2026, its #62 holding.
Summit Asset Management first reported a position in Progressive in Q1 2019 and has held it in 30 quarters since.
Summit Asset Management's Progressive position peaked at $2.26M in Q1 2023.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.