Summit Securities Group’s Progressive PGR Stock Holding History

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

Summit Securities Group's PGR Position: Q1 2026 in Review

Summit Securities Group reduced its Progressive (PGR) stake by 95% in Q1 2026, selling an estimated $3.85M and leaving 996 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #229.

Summit Securities Group first reported a position in PGR in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.48M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Summit Securities Group held 996 shares of Progressive worth $197K as of Q1 2026.
  • Summit Securities Group sold 18,663 Progressive shares in Q1 2026, an estimated $3.85M.
  • Progressive made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #229 holding.
  • Summit Securities Group first reported a position in Progressive in Q4 2021 and has held it in 11 quarters since.
  • Summit Securities Group's Progressive position peaked at $4.48M in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.