BBR Partners’s Progressive PGR Stock Holding History

BBR Partners’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
2023 Q4	–	Sell	-2,111	Closed	-$294K	–	217
2023 Q3	$294K	Buy	+2,111	New	+$278K	0.03%	148

Other funds holding PGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BBR Partners's PGR Position: Q4 2023 in Review

BBR Partners sold out of Progressive (PGR) in Q4 2023, closing a stake of 2,111 shares — an estimated $294K sold.

BBR Partners first reported a position in PGR in Q3 2023 and held it in 1 quarter. The position peaked at $294K in Q3 2023. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

BBR Partners reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
BBR Partners sold 2,111 Progressive shares in Q4 2023, an estimated $294K.
BBR Partners first reported a position in Progressive in Q3 2023 and held it in 1 quarter.
BBR Partners's Progressive position peaked at $294K in Q3 2023.
1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on BBR Partners's 13F filing for Q4 2023, filed 13 Feb 2024.