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Summit Trail Advisors’s Progressive PGR Stock Holding History

Summit Trail Advisors’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
Q1 		$5.82M Buy
29,379
+8,017
+38% +$1.65M 0.08% 138
2025
Q4 		$4.86M Sell
21,362
-2,304
-10% -$520K 0.08% 135
2025
Q3 		$5.84M Buy
23,666
+2,932
+14% +$723K 0.08% 123
2025
Q2 		$5.53M Buy
+20,734
New +$5.68M 0.1% 109
2024
Q4 		– Sell
-10,975
Closed -$2.79M – 662
2024
Q3 		$2.79M Buy
10,975
+1,534
+16% +$357K 0.07% 123
2024
Q2 		$1.96M Buy
9,441
+1,920
+26% +$402K 0.05% 147
2024
Q1 		$1.56M Buy
7,521
+2,601
+53% +$483K 0.04% 160
2023
Q4 		$784K Sell
4,920
-315
-6% -$49.3K 0.03% 209
2023
Q3 		$729K Buy
5,235
+375
+8% +$49.3K 0.03% 210
2023
Q2 		$643K Buy
4,860
+2,056
+73% +$276K 0.02% 222
2023
Q1 		$401K Buy
2,804
+663
+31% +$91.4K 0.02% 257
2022
Q4 		$278K Buy
2,141
+354
+20% +$44.9K 0.01% 295
2022
Q3 		$208K Buy
+1,787
New +$215K 0.01% 329
2020
Q4 		– Sell
-2,775
Closed -$263K – 243
2020
Q3 		$263K Buy
+2,775
New +$249K 0.05% 171
2018
Q2 		– Sell
-53,669
Closed -$2.31M – 625
2018
Q1 		$2.31M Buy
53,669
+4,361
+9% +$249K 0.39% 50
2017
Q4 		$2.74M Buy
+49,308
New +$2.55M 0.35% 52

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Trail Advisors's PGR Position: Q1 2026 in Review

Summit Trail Advisors increased its Progressive (PGR) stake by 38% in Q1 2026, buying an estimated $1.65M and bringing the position to 29,379 shares worth $5.82M. The position accounts for 0.08% of the portfolio, ranked #138.

Summit Trail Advisors first reported a position in PGR in Q4 2017 and has held it in 16 quarters since. The position peaked at $5.84M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Summit Trail Advisors held 29,379 shares of Progressive worth $5.82M as of Q1 2026.
  • Summit Trail Advisors bought 8,017 Progressive shares in Q1 2026, an estimated $1.65M.
  • Progressive made up 0.08% of Summit Trail Advisors's portfolio in Q1 2026, its #138 holding.
  • Summit Trail Advisors first reported a position in Progressive in Q4 2017 and has held it in 16 quarters since.
  • Summit Trail Advisors's Progressive position peaked at $5.84M in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.