Baldwin Investment Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-881
| Closed | -$201K | – | 212 |
|
|
2025
Q4 | $201K | Sell |
881
-6
| -0.7% | -$1.35K | 0.02% | 206 |
|
|
2025
Q3 | $219K | Sell |
887
-250
| -22% | -$61.6K | 0.03% | 203 |
|
|
2025
Q2 | $303K | Hold |
1,137
| – | – | 0.04% | 181 |
|
|
2025
Q1 | $322K | Buy |
1,137
+250
| +28% | +$65.4K | 0.04% | 172 |
|
|
2024
Q4 | $213K | Hold |
887
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $225K | Buy |
+887
| New | +$206K | 0.03% | 202 |
|
|
2023
Q3 | – | Sell |
-3,887
| Closed | -$515K | – | 196 |
|
|
2023
Q2 | $515K | Sell |
3,887
-150
| -4% | -$20.1K | 0.08% | 135 |
|
|
2023
Q1 | $578K | Buy |
4,037
+12
| +0.3% | +$1.66K | 0.1% | 128 |
|
|
2022
Q4 | $522K | Hold |
4,025
| – | – | 0.09% | 132 |
|
|
2022
Q3 | $468 | Buy |
4,025
+150
| +4% | +$18.1K | 0.1% | 132 |
|
|
2022
Q2 | $451 | Hold |
3,875
| – | – | 0.09% | 148 |
|
|
2022
Q1 | $442 | Hold |
3,875
| – | – | 0.07% | 170 |
|
|
2021
Q4 | $398 | Sell |
3,875
-1,500
| -28% | -$143K | 0.06% | 184 |
|
|
2021
Q3 | $486K | Hold |
5,375
| – | – | 0.08% | 154 |
|
|
2021
Q2 | $528K | Hold |
5,375
| – | – | 0.09% | 155 |
|
|
2021
Q1 | $514K | Hold |
5,375
| – | – | 0.09% | 151 |
|
|
2020
Q4 | $531K | Hold |
5,375
| – | – | 0.1% | 140 |
|
|
2020
Q3 | $509K | Hold |
5,375
| – | – | 0.12% | 119 |
|
|
2020
Q2 | $431K | Hold |
5,375
| – | – | 0.14% | 103 |
|
|
2020
Q1 | $397K | Hold |
5,375
| – | – | 0.14% | 94 |
|
|
2019
Q4 | $389K | Hold |
5,375
| – | – | 0.1% | 125 |
|
|
2019
Q3 | $415K | Hold |
5,375
| – | – | 0.12% | 121 |
|
|
2019
Q2 | $430K | Buy |
5,375
+175
| +3% | +$13.5K | 0.12% | 116 |
|
|
2019
Q1 | $375K | Hold |
5,200
| – | – | 0.11% | 122 |
|
|
2018
Q4 | $314K | Hold |
5,200
| – | – | 0.1% | 125 |
|
|
2018
Q3 | $369K | Hold |
5,200
| – | – | 0.11% | 128 |
|
|
2018
Q2 | $308K | Buy |
+5,200
| New | +$318K | 0.1% | 137 |
|
Other funds holding PGR
VCM
DAM
