Summit Trail Advisors’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.84M Buy
2025
Q2
$5.53M Buy
2024
Q4
Sell
2024
Q3
$2.79M Buy
2024
Q2
$1.96M Buy
2024
Q1
$1.56M Buy
2023
Q4
$784K Sell
2023
Q3
$729K Buy
2023
Q2
$643K Buy
2023
Q1
$401K Buy
2022
Q4
$278K Buy
2022
Q3
$208K Buy
2020
Q4
Sell
2020
Q3
$263K Buy
2018
Q2
Sell
2018
Q1
$2.31M Buy
2017
Q4
$2.74M Buy