Adero Partners’s Progressive PGR Stock Holding History

Adero Partners’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 Q1	$222K	Buy	+784	New	+$205K	0.01%	221

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adero Partners's PGR Position: Q1 2025 in Review

Adero Partners opened a new position in Progressive (PGR) in Q1 2025: 784 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings.

1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Adero Partners held 784 shares of Progressive worth $222K as of Q1 2025.
Progressive was a new Adero Partners position in Q1 2025.
Progressive made up 0.01% of Adero Partners's portfolio in Q1 2025, its #221 holding.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.