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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PGR Position: Q4 2025 in Review

Baltimore-Washington Financial Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 98,484 shares — an estimated $24.3M sold.

Baltimore-Washington Financial Advisors first reported a position in PGR in Q4 2013 and held it in 11 quarters. The position peaked at $24.3M in Q3 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Baltimore-Washington Financial Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 98,484 Progressive shares in Q4 2025, an estimated $24.3M.
Baltimore-Washington Financial Advisors first reported a position in Progressive in Q4 2013 and held it in 11 quarters.
Baltimore-Washington Financial Advisors's Progressive position peaked at $24.3M in Q3 2025.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.