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Badgley Phelps Wealth Managers’s Progressive PGR Stock Holding History

Badgley Phelps Wealth Managers’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
Q2 		– Sell
-738
Closed -$209K – 302
2025
Q1 		$209K Buy
+738
New +$193K 0.01% 289
2024
Q4 		– Sell
-988
Closed -$251K – 296
2024
Q3 		$251K Buy
+988
New +$230K 0.01% 264

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Badgley Phelps Wealth Managers's PGR Position: Q2 2025 in Review

Badgley Phelps Wealth Managers sold out of Progressive (PGR) in Q2 2025, closing a stake of 738 shares — an estimated $209K sold.

Badgley Phelps Wealth Managers first reported a position in PGR in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Badgley Phelps Wealth Managers reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 738 Progressive shares in Q2 2025, an estimated $209K.
  • Badgley Phelps Wealth Managers first reported a position in Progressive in Q3 2024 and held it in 2 quarters.
  • Badgley Phelps Wealth Managers's Progressive position peaked at $251K in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2025, filed 16 Jul 2025.