Bellevue Asset Management’s Progressive PGR Stock Holding History

Bellevue Asset Management’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	-5	Closed	-$1.33K	–	495
2025 Q2	$1.33K	Sell	5 -1	-17%	-$274	﹤0.01%	462
2025 Q1	$1.7K	Hold	6	–	–	﹤0.01%	438
2024 Q4	$1.44K	Sell	6 -1	-14%	-$252	﹤0.01%	465
2024 Q3	$1.78K	Sell	7 -4	-36%	-$930	﹤0.01%	426
2024 Q2	$2.28K	Sell	11 -2	-15%	-$419	﹤0.01%	393
2024 Q1	$2.69K	Hold	13	–	–	﹤0.01%	381
2023 Q4	$2.07K	Hold	13	–	–	﹤0.01%	403
2023 Q3	$1.81K	Hold	13	–	–	﹤0.01%	399
2023 Q2	$1.72K	Buy	13 +1	+8%	+$134	﹤0.01%	424
2023 Q1	$1.72K	Hold	12	–	–	﹤0.01%	430
2022 Q4	$1.54K	Buy	12 +1	+9%	+$127	﹤0.01%	435
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	482
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	485
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	522
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	552
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	572
2021 Q2	$1K	Buy	+11	New	+$1.09K	﹤0.01%	575
2020 Q2	–	Sell	-13	Closed	-$1K	–	629
2020 Q1	$1K	Sell	13 -3	-19%	-$231	﹤0.01%	585
2019 Q4	$1K	Buy	+16	New	+$1.15K	﹤0.01%	511

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

Bellevue Asset Management's PGR Position: Q3 2025 in Review

Bellevue Asset Management sold out of Progressive (PGR) in Q3 2025, closing a stake of 5 shares — an estimated $1.33K sold.

Bellevue Asset Management first reported a position in PGR in Q4 2019 and held it in 19 quarters. The position peaked at $2.69K in Q1 2024. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

Bellevue Asset Management reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
Bellevue Asset Management sold 5 Progressive shares in Q3 2025, an estimated $1.33K.
Bellevue Asset Management first reported a position in Progressive in Q4 2019 and held it in 19 quarters.
Bellevue Asset Management's Progressive position peaked at $2.69K in Q1 2024.
1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.