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Bel Air Investment Advisors’s Progressive PGR Stock Holding History

Bel Air Investment 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
2021
Q2 		$574K Buy
+5,847
New +$578K 0.02% 244
2013
Q3 		$1.7M Buy
62,245
+7,305
+13% +$189K 0.24% 43
2013
Q2 		$1.4M Buy
+54,940
New +$1.39M 0.2% 47

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bel Air Investment Advisors's PGR Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Progressive (PGR) in Q2 2021: 5,847 shares worth $574K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings. This is a return to the name: Bel Air Investment Advisors previously reported a position in PGR as recently as Q3 2013.

Bel Air Investment Advisors first reported a position in PGR in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.7M in Q3 2013. 1,003 funds tracked by Wall St. Rank hold PGR as of Q2 2021.

  • Bel Air Investment Advisors held 5,847 shares of Progressive worth $574K as of Q2 2021.
  • Progressive was a new Bel Air Investment Advisors position in Q2 2021.
  • Progressive made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #244 holding.
  • Bel Air Investment Advisors first reported a position in Progressive in Q2 2013 and has held it in 3 quarters since.
  • Bel Air Investment Advisors's Progressive position peaked at $1.7M in Q3 2013.
  • 1,003 funds tracked by Wall St. Rank held Progressive as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.