Summit Securities Group’s Progressive PGR Stock Holding History

Summit Securities 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 Q2	$204K	Sell	936 -60	-6%	-$12.1K	0.02%	273
2026 Q1	$197K	Sell	996 -18,663	-95%	-$3.85M	0.02%	229
2025 Q4	$4.48M	Buy	19,659 +18,649	+1,846%	+$4.21M	0.58%	39
2025 Q3	$249K	Buy	1,010 +615	+156%	+$152K	0.05%	242
2025 Q2	$105K	Buy	+395	New	+$108K	0.02%	358
2023 Q3	–	Sell	-765	Closed	-$101K	–	920
2023 Q2	$101K	Sell	765 -385	-33%	-$51.6K	0.01%	291
2023 Q1	$165K	Sell	1,150 -1,755	-60%	-$242K	0.01%	234
2022 Q4	$377K	Buy	2,905 +1,346	+86%	+$171K	0.01%	283
2022 Q3	$181K	Buy	1,559 +136	+10%	+$16.4K	0.01%	433
2022 Q2	$165K	Buy	1,423 +584	+70%	+$66.2K	0.02%	329
2022 Q1	$96K	Sell	839 -10,322	-92%	-$1.12M	0.01%	514
2021 Q4	$1.15M	Buy	+11,161	New	+$1.07M	0.05%	229

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 Securities Group's PGR Position: Q2 2026 in Review

Summit Securities Group reduced its Progressive (PGR) stake by 6% in Q2 2026, selling an estimated $12.1K and leaving 936 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #273.

Summit Securities Group first reported a position in PGR in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.48M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Summit Securities Group held 936 shares of Progressive worth $204K as of Q2 2026.
Summit Securities Group sold 60 Progressive shares in Q2 2026, an estimated $12.1K.
Progressive made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #273 holding.
Summit Securities Group first reported a position in Progressive in Q4 2021 and has held it in 12 quarters since.
Summit Securities Group's Progressive position peaked at $4.48M in Q4 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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