SGI
PGR icon

Summit Global Investments’s Progressive PGR Stock Holding History

Summit Global Investments’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 		$6.82M Buy
31,220
+774
+3% +$156K 0.37% 34
2026
Q1 		$6.04M Sell
30,446
-3,034
-9% -$626K 0.36% 38
2025
Q4 		$7.62M Sell
33,480
-17,222
-34% -$3.89M 0.45% 24
2025
Q3 		$12.5M Sell
50,702
-3,687
-7% -$909K 0.73% 18
2025
Q2 		$14.5M Buy
54,389
+23,366
+75% +$6.4M 0.86% 13
2025
Q1 		$8.78M Sell
31,023
-46,601
-60% -$12.2M 0.64% 27
2024
Q4 		$18.6M Sell
77,624
-7,928
-9% -$2M 1.16% 11
2024
Q3 		$21.7M Sell
85,552
-13,335
-13% -$3.1M 1.38% 8
2024
Q2 		$20.5M Buy
98,887
+55,178
+126% +$11.5M 1.39% 11
2024
Q1 		$9.04M Sell
43,709
-42,621
-49% -$7.91M 0.67% 38
2023
Q4 		$13.8M Sell
86,330
-49,246
-36% -$7.71M 0.9% 23
2023
Q3 		$18.9M Sell
135,576
-15,609
-10% -$2.05M 1.26% 13
2023
Q2 		$20M Buy
151,185
+38,600
+34% +$5.17M 1.32% 7
2023
Q1 		$16.1M Sell
112,585
-21,395
-16% -$2.95M 1.25% 14
2022
Q4 		$17.4M Sell
133,980
-15,269
-10% -$1.93M 1.47% 11
2022
Q3 		$17.3M Sell
149,249
-8,120
-5% -$978K 1.6% 9
2022
Q2 		$18.3M Sell
157,369
-18,825
-11% -$2.13M 1.61% 11
2022
Q1 		$20.1M Sell
176,194
-19,842
-10% -$2.15M 1.48% 9
2021
Q4 		$20.1M Buy
196,036
+29,017
+17% +$2.77M 1.29% 19
2021
Q3 		$15.1M Buy
167,019
+125,044
+298% +$11.9M 1.13% 22
2021
Q2 		$4.13M Sell
41,975
-3,450
-8% -$341K 0.25% 82
2021
Q1 		$4.34M Sell
45,425
-1,197
-3% -$109K 0.28% 70
2020
Q4 		$4.61M Buy
46,622
+25,228
+118% +$2.39M 0.46% 54
2020
Q3 		$2.02M Buy
21,394
+969
+5% +$87.1K 0.21% 73
2020
Q2 		$1.64M Buy
+20,425
New +$1.59M 0.19% 75
2019
Q4 		– Sell
-43,574
Closed -$3.37M – 297
2019
Q3 		$3.37M Buy
43,574
+24,300
+126% +$1.91M 0.39% 67
2019
Q2 		$1.54M Sell
19,274
-40,170
-68% -$3.11M 0.19% 96
2019
Q1 		$4.29M Buy
59,444
+2,317
+4% +$159K 0.55% 61
2018
Q4 		$3.45M Buy
57,127
+8,709
+18% +$579K 0.53% 60
2018
Q3 		$3.44M Sell
48,418
-555
-1% -$35.7K 0.46% 61
2018
Q2 		$2.9M Sell
48,973
-122,790
-71% -$7.52M 0.44% 64
2018
Q1 		$10.5M Sell
171,763
-159,962
-48% -$9.13M 1.67% 19
2017
Q4 		$18.7M Sell
331,725
-4,315
-1% -$223K 2.89% 2
2017
Q3 		$16.3M Buy
336,040
+178,381
+113% +$8.34M 2.54% 1
2017
Q2 		$6.95M Buy
157,659
+28,482
+22% +$1.18M 2.08% 3
2017
Q1 		$5.06M Buy
129,177
+12,907
+11% +$493K 1.65% 18
2016
Q4 		$4.13M Buy
+116,270
New +$3.84M 1.5% 22

Other funds holding PGR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Summit Global Investments's PGR Position: Q2 2026 in Review

Summit Global Investments increased its Progressive (PGR) stake by 2.5% in Q2 2026, buying an estimated $156K and bringing the position to 31,220 shares worth $6.82M. The position accounts for 0.37% of the portfolio, ranked #34.

Summit Global Investments first reported a position in PGR in Q4 2016 and has held it in 37 quarters since. The position peaked at $21.7M in Q3 2024. 803 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Summit Global Investments held 31,220 shares of Progressive worth $6.82M as of Q2 2026.
  • Summit Global Investments bought 774 Progressive shares in Q2 2026, an estimated $156K.
  • Progressive made up 0.37% of Summit Global Investments's portfolio in Q2 2026, its #34 holding.
  • Summit Global Investments first reported a position in Progressive in Q4 2016 and has held it in 37 quarters since.
  • Summit Global Investments's Progressive position peaked at $21.7M in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.