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Trail Ridge Investment Advisors’s Progressive PGR Stock Holding History

Trail Ridge Investment 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 		$643K Buy
3,246
+112
+4% +$23.1K 0.28% 60
2025
Q4 		$714K Buy
3,134
+189
+6% +$42.7K 0.31% 58
2025
Q3 		$727K Buy
2,945
+39
+1% +$9.61K 0.33% 60
2025
Q2 		$703K Buy
2,906
+45
+2% +$12.3K 0.34% 55
2025
Q1 		$810K Sell
2,861
-103
-3% -$26.9K 0.42% 51
2024
Q4 		$710K Sell
2,964
-7
-0.2% -$1.76K 0.34% 63
2024
Q3 		$735K Sell
2,971
-99
-3% -$23K 0.35% 60
2024
Q2 		$638K Buy
3,070
+219
+8% +$45.8K 0.33% 63
2024
Q1 		$590K Sell
2,851
-202
-7% -$37.5K 0.33% 62
2023
Q4 		$486K Sell
3,053
-95
-3% -$14.9K 0.3% 67
2023
Q3 		$439K Sell
3,148
-33
-1% -$4.34K 0.3% 70
2023
Q2 		$421K Sell
3,181
-75
-2% -$10.1K 0.26% 78
2023
Q1 		$466K Sell
3,256
-577
-15% -$79.6K 0.3% 75
2022
Q4 		$497K Sell
3,833
-7
-0.2% -$887 0.34% 72
2022
Q3 		$485K Buy
3,840
+53
+1% +$6.38K 0.32% 80
2022
Q2 		$440K Buy
3,787
+98
+3% +$11.1K 0.3% 90
2022
Q1 		$421K Buy
3,689
+263
+8% +$28.4K 0.26% 100
2021
Q4 		$352K Buy
+3,426
New +$327K 0.21% 107

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

Trail Ridge Investment Advisors's PGR Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its Progressive (PGR) stake by 3.6% in Q1 2026, buying an estimated $23.1K and bringing the position to 3,246 shares worth $643K. The position accounts for 0.28% of the portfolio, ranked #60.

Trail Ridge Investment Advisors first reported a position in PGR in Q4 2021 and has held it in 18 quarters since. The position peaked at $810K in Q1 2025. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Trail Ridge Investment Advisors held 3,246 shares of Progressive worth $643K as of Q1 2026.
  • Trail Ridge Investment Advisors bought 112 Progressive shares in Q1 2026, an estimated $23.1K.
  • Progressive made up 0.28% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #60 holding.
  • Trail Ridge Investment Advisors first reported a position in Progressive in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's Progressive position peaked at $810K in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.