Beacon Capital Management LLC (Tennessee)’s Progressive PGR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-173	Closed	-$46.1K	–	766
2025 Q2	$46.1K	Sell	173 -15	-8%	-$4.11K	0.01%	347
2025 Q1	$53.2K	Buy	188 +64	+52%	+$16.7K	0.01%	303
2024 Q4	$29.7K	Hold	124	–	–	﹤0.01%	396
2024 Q3	$31.5K	Buy	124 +19	+18%	+$4.42K	﹤0.01%	406
2024 Q2	$21.8K	Buy	105 +12	+13%	+$2.51K	﹤0.01%	433
2024 Q1	$19.2K	Buy	93 +66	+244%	+$12.2K	﹤0.01%	461
2023 Q4	$3.76K	Hold	27	–	–	﹤0.01%	693
2023 Q3	$3.57K	Hold	27	–	–	﹤0.01%	753
2023 Q2	$3.57K	Buy	+27	New	+$3.62K	﹤0.01%	753
2023 Q1	–	Sell	-5	Closed	-$649	–	993
2022 Q4	$649	Buy	+5	New	+$634	﹤0.01%	918

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PGR Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Progressive (PGR) in Q3 2025, closing a stake of 173 shares — an estimated $46.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PGR in Q4 2022 and held it in 10 quarters. The position peaked at $53.2K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 173 Progressive shares in Q3 2025, an estimated $46.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Progressive in Q4 2022 and held it in 10 quarters.
Beacon Capital Management LLC (Tennessee)'s Progressive position peaked at $53.2K in Q1 2025.
1,799 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.