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Alera Investment Advisors’s Progressive PGR Stock Holding History

Alera Investment Advisors’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 		$748K Buy
2,947
+27
+0.9% +$6.28K 0.09% 92
2024
Q2 		$607K Buy
2,920
+1,735
+146% +$363K 0.07% 108
2024
Q1 		$245K Buy
+1,185
New +$220K 0.03% 149
2019
Q2 		– Sell
-271
Closed -$20K – 746
2019
Q1 		$20K Buy
+271
New +$18.6K 0.01% 299

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Alera Investment Advisors's PGR Position: Q3 2024 in Review

Alera Investment Advisors increased its Progressive (PGR) stake by 0.92% in Q3 2024, buying an estimated $6.28K and bringing the position to 2,947 shares worth $748K. The position accounts for 0.09% of the portfolio, ranked #92.

Alera Investment Advisors first reported a position in PGR in Q1 2019 and has held it in 4 quarters since. 1,654 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • Alera Investment Advisors held 2,947 shares of Progressive worth $748K as of Q3 2024.
  • Alera Investment Advisors bought 27 Progressive shares in Q3 2024, an estimated $6.28K.
  • Progressive made up 0.09% of Alera Investment Advisors's portfolio in Q3 2024, its #92 holding.
  • Alera Investment Advisors first reported a position in Progressive in Q1 2019 and has held it in 4 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.