B. Riley Wealth Management’s Progressive PGR Stock Holding History

B. Riley 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
2022 Q2	$275	Buy	+2,363	New	+$268K	﹤0.01%	557
2021 Q4	–	Sell	-2,533	Closed	-$229K	–	681
2021 Q3	$229K	Buy	+2,533	New	+$241K	0.02%	527
2015 Q3	–	Sell	-1,000	Closed	-$27K	–	589
2015 Q2	$27K	Hold	1,000	–	–	0.02%	550
2015 Q1	$27K	Buy	+1,000	New	+$26.7K	0.02%	534

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

B. Riley Wealth Management's PGR Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Progressive (PGR) in Q2 2022: 2,363 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in PGR as recently as Q3 2021.

B. Riley Wealth Management first reported a position in PGR in Q1 2015 and has held it in 4 quarters since. The position peaked at $229K in Q3 2021. 1,082 funds tracked by Wall St. Rank hold PGR as of Q2 2022.

B. Riley Wealth Management held 2,363 shares of Progressive worth $275 as of Q2 2022.
Progressive was a new B. Riley Wealth Management position in Q2 2022.
Progressive made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #557 holding.
B. Riley Wealth Management first reported a position in Progressive in Q1 2015 and has held it in 4 quarters since.
B. Riley Wealth Management's Progressive position peaked at $229K in Q3 2021.
1,082 funds tracked by Wall St. Rank held Progressive as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.