Advisory Research’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-2,672
Closed -$354K – 467
2023
Q2
$354K Buy
+2,672
New +$358K 0.05% 353
2014
Q2
– Sell
-2,821
Closed -$68K – 588
2014
Q1
$68K Buy
+2,821
New +$68.5K ﹤0.01% 625

Other funds holding PGR

Advisory Research's PGR Position: Q3 2023 in Review

Advisory Research sold out of Progressive (PGR) in Q3 2023, closing a stake of 2,672 shares — an estimated $354K sold.

Advisory Research first reported a position in PGR in Q1 2014 and held it in 2 quarters. The position peaked at $354K in Q2 2023. 1,171 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • Advisory Research reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 2,672 Progressive shares in Q3 2023, an estimated $354K.
  • Advisory Research first reported a position in Progressive in Q1 2014 and held it in 2 quarters.
  • Advisory Research's Progressive position peaked at $354K in Q2 2023.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.