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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
2022
Q1 		– Sell
-28,600
Closed -$2.94M – 1294
2021
Q4 		$2.94M Buy
+28,600
New +$2.73M 0.14% 121

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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. 1,821 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.
  • 1,821 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.