AHC
PGR icon

Adell Harriman & Carpenter’s Progressive PGR Stock Holding History

Adell Harriman & Carpenter’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
2025
Q3 		– Sell
-752
Closed -$201K – 176
2025
Q2 		$201K Sell
752
-47
-6% -$12.9K 0.01% 171
2025
Q1 		$226K Buy
+799
New +$209K 0.02% 161

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Adell Harriman & Carpenter's PGR Position: Q3 2025 in Review

Adell Harriman & Carpenter sold out of Progressive (PGR) in Q3 2025, closing a stake of 752 shares — an estimated $201K sold.

Adell Harriman & Carpenter first reported a position in PGR in Q1 2025 and held it in 2 quarters. The position peaked at $226K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Adell Harriman & Carpenter reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 752 Progressive shares in Q3 2025, an estimated $201K.
  • Adell Harriman & Carpenter first reported a position in Progressive in Q1 2025 and held it in 2 quarters.
  • Adell Harriman & Carpenter's Progressive position peaked at $226K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Adell Harriman & Carpenter's 13F filing for Q3 2025, filed 4 Nov 2025.