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Baltimore-Washington Financial Advisors’s Progressive PGR Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-98,484
Closed -$24.3M – 196
2025
Q3 		$24.3M Buy
98,484
+20,488
+26% +$5.05M 1.04% 36
2025
Q2 		$20.8M Buy
77,996
+75,440
+2,951% +$20.7M 0.97% 40
2025
Q1 		$723K Buy
+2,556
New +$669K 0.04% 93
2015
Q4 		– Sell
-11,250
Closed -$344K – 210
2015
Q3 		$344K Hold
11,250
– – 0.11% 87
2015
Q2 		$313K Hold
11,250
– – 0.09% 91
2015
Q1 		$306K Hold
11,250
– – 0.09% 94
2014
Q4 		$304K Hold
11,250
– – 0.09% 94
2014
Q3 		$284K Hold
11,250
– – 0.09% 90
2014
Q2 		$285K Hold
11,250
– – 0.09% 95
2014
Q1 		$272K Sell
11,250
-3,750
-25% -$91.1K 0.09% 88
2013
Q4 		$409K Buy
+15,000
New +$404K 0.14% 86

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return