Summit Trail Advisors, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1698478 NEW YORK, NY

Position in PGR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$5,824,092

+$959,538 QoQ

Shares Held

29,379

+37.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $36,087,374 across 18 Insurance - Property & Casualty names. PGR ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	29,232	$6,060,962
2	PGR	Progressive Corp/Oh/ This page	29,379	$5,824,092
3	CB	Chubb Ltd	15,658	$5,103,411
4	TRV	Travelers Companies, Inc.	8,492	$2,476,946
5	L	Loews Corp	17,647	$1,883,640
6	WTM	White Mountains Insurance Group Ltd	760	$1,669,689
7	ORI	Old Republic International Corp	41,410	$1,652,259
8	THG	Hanover Insurance Group, Inc.	9,427	$1,634,170

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,824,092	29,379	+37.5%	Shares	Sole	2026-05-12
2025-12-31	$4,864,554	21,362	-9.7%	Shares	Sole	2026-02-17
2025-09-30	$5,844,318	23,666	+14.1%	Shares	Sole	2025-11-14
2025-06-30	$5,533,075	20,734	+88.9%	Shares	Sole	2025-08-14
2024-09-30	$2,785,016	10,975	+16.2%	Shares	Sole	2024-11-12
2024-06-30	$1,960,990	9,441	+25.5%	Shares	Sole	2024-08-13
2024-03-31	$1,555,493	7,521	+52.9%	Shares	Sole	2024-04-23
2023-12-31	$783,657	4,920	-6.0%	Shares	Sole	2024-02-06
2023-09-30	$729,235	5,235	+7.7%	Shares	Sole	2023-10-30
2023-06-30	$643,318	4,860	+73.3%	Shares	Sole	2023-07-25
2023-03-31	$401,140	2,804	+31.0%	Shares	Sole	2023-05-04
2022-12-31	$277,709	2,141	+19.8%	Shares	Sole	2023-02-07
2022-09-30	$207,667	1,787	-35.6%	Shares	Sole	2022-11-10
2020-09-30	$262,709	2,775	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.