Baron Silver Stevens Financial Advisors’s Progressive PGR Stock Holding History

Baron Silver Stevens 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	-1,109	Closed	-$274K	–	146
2025 Q3	$274K	Sell	1,109 -37	-3%	-$9.12K	0.04%	116
2025 Q2	$306K	Buy	+1,146	New	+$314K	0.05%	106
2024 Q2	–	Sell	-1,031	Closed	-$213K	–	123
2024 Q1	$213K	Buy	+1,031	New	+$191K	0.04%	118
2021 Q1	–	Sell	-27	Closed	-$2K	–	347
2020 Q4	$2K	Buy	+27	New	+$2.55K	﹤0.01%	403

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

Baron Silver Stevens Financial Advisors's PGR Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,109 shares — an estimated $274K sold.

Baron Silver Stevens Financial Advisors first reported a position in PGR in Q4 2020 and held it in 4 quarters. The position peaked at $306K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Baron Silver Stevens Financial Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 1,109 Progressive shares in Q4 2025, an estimated $274K.
Baron Silver Stevens Financial Advisors first reported a position in Progressive in Q4 2020 and held it in 4 quarters.
Baron Silver Stevens Financial Advisors's Progressive position peaked at $306K in Q2 2025.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.