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Baker Tilly Wealth Management’s Progressive PGR Stock Holding History

Baker Tilly 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
-997
Closed -$266K – 279
2025
Q2 		$266K Sell
997
-145
-13% -$39.7K 0.1% 201
2025
Q1 		$323K Buy
1,142
+40
+4% +$10.5K 0.13% 176
2024
Q4 		$264K Buy
1,102
+24
+2% +$6.04K 0.1% 201
2024
Q3 		$274K Sell
1,078
-122
-10% -$28.4K 0.12% 192
2024
Q2 		$249K Sell
1,200
-260
-18% -$54.4K 0.1% 226
2024
Q1 		$302K Sell
1,460
-245
-14% -$45.5K 0.05% 343
2023
Q4 		$272K Sell
1,705
-716
-30% -$112K 0.04% 400
2023
Q3 		$337K Sell
2,421
-4,492
-65% -$591K 0.06% 343
2023
Q2 		$915K Buy
6,913
+452
+7% +$60.6K 0.1% 216
2023
Q1 		$924K Buy
6,461
+1,751
+37% +$241K 0.1% 212
2022
Q4 		$611K Buy
4,710
+1,347
+40% +$171K 0.08% 275
2022
Q3 		$391K Buy
3,363
+70
+2% +$8.43K 0.05% 359
2022
Q2 		$383K Buy
3,293
+401
+14% +$45.5K 0.05% 369
2022
Q1 		$330K Buy
2,892
+347
+14% +$37.5K 0.04% 417
2021
Q4 		$261K Buy
+2,545
New +$243K 0.03% 458

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baker Tilly Wealth Management's PGR Position: Q3 2025 in Review

Baker Tilly Wealth Management sold out of Progressive (PGR) in Q3 2025, closing a stake of 997 shares — an estimated $266K sold.

Baker Tilly Wealth Management first reported a position in PGR in Q4 2021 and held it in 15 quarters. The position peaked at $924K in Q1 2023. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Baker Tilly Wealth Management reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 997 Progressive shares in Q3 2025, an estimated $266K.
  • Baker Tilly Wealth Management first reported a position in Progressive in Q4 2021 and held it in 15 quarters.
  • Baker Tilly Wealth Management's Progressive position peaked at $924K in Q1 2023.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.