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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
Q2 		$665K Sell
3,043
-203
-6% -$40.9K 0.28% 57
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 $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

Trail Ridge Investment Advisors's PGR Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Progressive (PGR) stake by 6.3% in Q2 2026, selling an estimated $40.9K and leaving 3,043 shares worth $665K. The position accounts for 0.28% of the portfolio, ranked #57.

Trail Ridge Investment Advisors first reported a position in PGR in Q4 2021 and has held it in 19 quarters since. The position peaked at $810K in Q1 2025. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Trail Ridge Investment Advisors held 3,043 shares of Progressive worth $665K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 203 Progressive shares in Q2 2026, an estimated $40.9K.
  • Progressive made up 0.28% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Trail Ridge Investment Advisors first reported a position in Progressive in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's Progressive position peaked at $810K in Q1 2025.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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