Atticus Wealth Management’s Progressive PGR Stock Holding History

Atticus 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
2025 Q3	–	Sell	-549	Closed	-$147K	–	500
2025 Q2	$147K	Buy	549 +10	+2%	+$2.74K	0.04%	204
2025 Q1	$153K	Hold	539	–	–	0.05%	131
2024 Q4	$129K	Hold	539	–	–	0.04%	143
2024 Q3	$137K	Hold	539	–	–	0.04%	144
2024 Q2	$112K	Hold	539	–	–	0.04%	154
2024 Q1	$111K	Hold	539	–	–	0.04%	159
2023 Q4	$85.9K	Hold	539	–	–	0.03%	186
2023 Q3	$75.1K	Hold	539	–	–	0.03%	203
2023 Q2	$71.3K	Hold	539	–	–	0.03%	219
2023 Q1	$77.1K	Hold	539	–	–	0.03%	199
2022 Q4	$69.9K	Sell	539 -41	-7%	-$5.2K	0.03%	215
2022 Q3	$67K	Hold	580	–	–	0.03%	206
2022 Q2	$67K	Buy	580 +539	+1,315%	+$61.1K	0.03%	226
2022 Q1	$5K	Buy	+41	New	+$4.43K	﹤0.01%	468
2021 Q4	–	Sell	-26	Closed	-$2K	–	475
2021 Q3	$2K	Sell	26 -4	-13%	-$381	﹤0.01%	386
2021 Q2	$3K	Sell	30 -579	-95%	-$57.3K	﹤0.01%	344
2021 Q1	$58K	Sell	609 -2	-0.3%	-$182	0.03%	201
2020 Q4	$60K	Hold	611	–	–	0.03%	194
2020 Q3	$58K	Sell	611 -2	-0.3%	-$180	0.03%	166
2020 Q2	$49K	Buy	613 +3	+0.5%	+$234	0.03%	173
2020 Q1	$45K	Buy	610 +595	+3,967%	+$45.9K	0.04%	171
2019 Q4	$1K	Buy	+15	New	+$1.08K	﹤0.01%	343

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atticus Wealth Management's PGR Position: Q3 2025 in Review

Atticus Wealth Management sold out of Progressive (PGR) in Q3 2025, closing a stake of 549 shares — an estimated $147K sold.

Atticus Wealth Management first reported a position in PGR in Q4 2019 and held it in 22 quarters. The position peaked at $153K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Atticus Wealth Management reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 549 Progressive shares in Q3 2025, an estimated $147K.
Atticus Wealth Management first reported a position in Progressive in Q4 2019 and held it in 22 quarters.
Atticus Wealth Management's Progressive position peaked at $153K in Q1 2025.
1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.