Summitry LLC’s Progressive PGR Stock Holding History

Summitry LLC’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	$223K	Buy	+1,020	New	+$206K	0.01%	312
2023 Q2	–	Sell	-41,841	Closed	-$5.99M	–	93
2023 Q1	$5.99M	Sell	41,841 -657	-2%	-$90.6K	0.4%	34
2022 Q4	$5.51M	Sell	42,498 -645	-1%	-$81.7K	0.41%	34
2022 Q3	$5.01M	Buy	43,143 +735	+2%	+$88.5K	0.38%	34
2022 Q2	$4.93M	Sell	42,408 -5,268	-11%	-$597K	0.36%	30
2022 Q1	$5.43M	Sell	47,676 -1,462	-3%	-$158K	0.32%	31
2021 Q4	$5.04M	Sell	49,138 -672	-1%	-$64.1K	0.29%	32
2021 Q3	$4.5M	Buy	49,810 +11,530	+30%	+$1.1M	0.28%	32
2021 Q2	$3.76M	Buy	38,280 +2,010	+6%	+$199K	0.23%	44
2021 Q1	$3.47M	Buy	+36,270	New	+$3.3M	0.22%	44

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summitry LLC's PGR Position: Q2 2026 in Review

Summitry LLC opened a new position in Progressive (PGR) in Q2 2026: 1,020 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Summitry LLC previously reported a position in PGR as recently as Q1 2023.

Summitry LLC first reported a position in PGR in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.99M in Q1 2023. 1,818 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Summitry LLC held 1,020 shares of Progressive worth $223K as of Q2 2026.
Progressive was a new Summitry LLC position in Q2 2026.
Progressive made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #312 holding.
Summitry LLC first reported a position in Progressive in Q1 2021 and has held it in 10 quarters since.
Summitry LLC's Progressive position peaked at $5.99M in Q1 2023.
1,818 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.