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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
Q2 		$6.95M Buy
31,700
+2,321
+8% +$468K 0.09% 131
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 $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 Trail Advisors's PGR Position: Q2 2026 in Review

Summit Trail Advisors increased its Progressive (PGR) stake by 7.9% in Q2 2026, buying an estimated $468K and bringing the position to 31,700 shares worth $6.95M. The position accounts for 0.09% of the portfolio, ranked #131.

Summit Trail Advisors first reported a position in PGR in Q4 2017 and has held it in 17 quarters since. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Summit Trail Advisors held 31,700 shares of Progressive worth $6.95M as of Q2 2026.
  • Summit Trail Advisors bought 2,321 Progressive shares in Q2 2026, an estimated $468K.
  • Progressive made up 0.09% of Summit Trail Advisors's portfolio in Q2 2026, its #131 holding.
  • Summit Trail Advisors first reported a position in Progressive in Q4 2017 and has held it in 17 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.