Bellecapital’s Progressive PGR Stock Holding History

Bellecapital’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	-1,854	Closed	-$495K	–	139
2025 Q2	$495K	Hold	1,854	–	–	0.09%	78
2025 Q1	$525K	Sell	1,854 -989	-35%	-$259K	0.1%	74
2024 Q4	$681K	Buy	2,843 +661	+30%	+$166K	0.12%	71
2024 Q3	$554K	Sell	2,182 -1,494	-41%	-$347K	0.11%	90
2024 Q2	$764K	Hold	3,676	–	–	0.16%	79
2024 Q1	$760K	Hold	3,676	–	–	0.17%	83
2023 Q4	$586K	Hold	3,676	–	–	0.13%	87
2023 Q3	$512K	Hold	3,676	–	–	0.13%	99
2023 Q2	$487K	Hold	3,676	–	–	0.12%	101
2023 Q1	$526K	Hold	3,676	–	–	0.13%	108
2022 Q4	$477K	Hold	3,676	–	–	0.13%	108
2022 Q3	$427K	Buy	3,676 +100	+3%	+$12K	0.13%	113
2022 Q2	$416K	Sell	3,576 -100	-3%	-$11.3K	0.12%	131
2022 Q1	$419K	Hold	3,676	–	–	0.13%	127
2021 Q4	$377K	Sell	3,676 -61	-2%	-$5.82K	0.11%	141
2021 Q3	$338K	Hold	3,737	–	–	0.1%	157
2021 Q2	$367K	Hold	3,737	–	–	0.11%	143
2021 Q1	$357K	Buy	3,737 +100	+3%	+$9.09K	0.11%	141
2020 Q4	$360K	Hold	3,637	–	–	0.12%	139
2020 Q3	$344K	Hold	3,637	–	–	0.16%	112
2020 Q2	$291K	Hold	3,637	–	–	0.14%	109
2020 Q1	$269K	Buy	3,637 +432	+13%	+$33.3K	0.17%	104
2019 Q4	$232K	Buy	+3,205	New	+$231K	0.12%	129

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

Bellecapital's PGR Position: Q3 2025 in Review

Bellecapital sold out of Progressive (PGR) in Q3 2025, closing a stake of 1,854 shares — an estimated $495K sold.

Bellecapital first reported a position in PGR in Q4 2019 and held it in 23 quarters. The position peaked at $764K in Q2 2024. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Bellecapital reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
Bellecapital sold 1,854 Progressive shares in Q3 2025, an estimated $495K.
Bellecapital first reported a position in Progressive in Q4 2019 and held it in 23 quarters.
Bellecapital's Progressive position peaked at $764K in Q2 2024.
1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Bellecapital's 13F filing for Q3 2025, filed 17 Oct 2025.