BerganKDV Wealth Management’s Progressive PGR Stock Holding History

BerganKDV Wealth 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
2023 Q2	$1.72K	Sell	13 -71	-85%	-$9.52K	﹤0.01%	703
2023 Q1	$12K	Sell	84 -19	-18%	-$2.62K	﹤0.01%	579
2022 Q4	$13.4K	Buy	103 +90	+692%	+$11.4K	﹤0.01%	543
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	826
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	845
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	947
2021 Q4	$1K	Sell	13 -69	-84%	-$6.59K	﹤0.01%	1002
2021 Q3	$7K	Buy	82 +69	+531%	+$6.58K	﹤0.01%	702
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	939
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	885
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	889
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	848
2020 Q2	$1K	Sell	13 -17	-57%	-$1.33K	﹤0.01%	889
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	748
2019 Q4	$2K	Buy	30 +13	+76%	+$937	﹤0.01%	789
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	678
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	719
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	712
2018 Q4	$1K	Buy	+17	New	+$1.13K	﹤0.01%	675

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BerganKDV Wealth Management's PGR Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Progressive (PGR) stake by 85% in Q2 2023, selling an estimated $9.52K and leaving 13 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

BerganKDV Wealth Management first reported a position in PGR in Q4 2018 and has held it in 19 quarters since. The position peaked at $13.4K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

BerganKDV Wealth Management held 13 shares of Progressive worth $1.72K as of Q2 2023.
BerganKDV Wealth Management sold 71 Progressive shares in Q2 2023, an estimated $9.52K.
Progressive made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #703 holding.
BerganKDV Wealth Management first reported a position in Progressive in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Progressive position peaked at $13.4K in Q4 2022.
1,179 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.