9WM
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9258 Wealth Management’s Progressive PGR Stock Holding History

9258 Wealth Management’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
2024
Q3 		$541K Sell
2,132
-59
-3% -$13.7K 0.08% 190
2024
Q2 		$455K Sell
2,191
-21
-0.9% -$4.4K 0.07% 200
2024
Q1 		$458K Sell
2,212
-322
-13% -$59.7K 0.07% 208
2023
Q4 		$404K Buy
2,534
+401
+19% +$62.8K 0.07% 213
2023
Q3 		$297K Sell
2,133
-525
-20% -$69.1K 0.06% 248
2023
Q2 		$352K Hold
2,658
– – 0.07% 233
2023
Q1 		$380K Sell
2,658
-13
-0.5% -$1.79K 0.08% 217
2022
Q4 		$347K Sell
2,671
-60
-2% -$7.6K 0.08% 223
2022
Q3 		$317K Buy
2,731
+122
+5% +$14.7K 0.08% 232
2022
Q2 		$303K Buy
2,609
+360
+16% +$40.8K 0.08% 248
2022
Q1 		$256K Buy
2,249
+68
+3% +$7.36K 0.06% 310
2021
Q4 		$224K Buy
+2,181
New +$208K 0.05% 336
2021
Q3 		– Sell
-2,107
Closed -$207K – 353
2021
Q2 		$207K Buy
+2,107
New +$208K 0.06% 328
2021
Q1 		– Sell
-2,264
Closed -$224K – 339
2020
Q4 		$224K Sell
2,264
-27
-1% -$2.55K 0.07% 272
2020
Q3 		$211K Buy
+2,291
New +$206K 0.08% 263

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's PGR Position: Q3 2024 in Review

9258 Wealth Management reduced its Progressive (PGR) stake by 2.7% in Q3 2024, selling an estimated $13.7K and leaving 2,132 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #190.

9258 Wealth Management first reported a position in PGR in Q3 2020 and has held it in 15 quarters since. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • 9258 Wealth Management held 2,132 shares of Progressive worth $541K as of Q3 2024.
  • 9258 Wealth Management sold 59 Progressive shares in Q3 2024, an estimated $13.7K.
  • Progressive made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #190 holding.
  • 9258 Wealth Management first reported a position in Progressive in Q3 2020 and has held it in 15 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.