Berman Capital Advisors’s Progressive PGR Stock Holding History

Berman Capital 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 Q3	$347K	Buy	3,841 +77	+2%	+$7.34K	0.05%	174
2021 Q2	$368K	Buy	3,764 +465	+14%	+$46K	0.06%	152
2021 Q1	$314K	Buy	3,299 +2,428	+279%	+$221K	0.07%	143
2020 Q4	$85K	Buy	871 +132	+18%	+$12.5K	0.02%	283
2020 Q3	$69K	Sell	739 -8	-1%	-$719	0.02%	276
2020 Q2	$59K	Buy	747 +55	+8%	+$4.29K	0.02%	298
2020 Q1	$49K	Buy	692 +267	+63%	+$20.6K	0.02%	299
2019 Q4	$30K	Buy	425 +1	+0.2%	+$72	0.01%	429
2019 Q3	$32K	Hold	424	–	–	0.01%	393
2019 Q2	$33K	Buy	424 +13	+3%	+$1.01K	0.01%	394
2019 Q1	$29K	Buy	411 +122	+42%	+$8.36K	0.01%	374
2018 Q4	$17K	Buy	+289	New	+$19.2K	0.01%	412

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Berman Capital Advisors's PGR Position: Q3 2021 in Review

Berman Capital Advisors increased its Progressive (PGR) stake by 2% in Q3 2021, buying an estimated $7.34K and bringing the position to 3,841 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #174.

Berman Capital Advisors first reported a position in PGR in Q4 2018 and has held it in 12 quarters since. The position peaked at $368K in Q2 2021. 984 funds tracked by Wall St. Rank hold PGR as of Q3 2021.

Berman Capital Advisors held 3,841 shares of Progressive worth $347K as of Q3 2021.
Berman Capital Advisors bought 77 Progressive shares in Q3 2021, an estimated $7.34K.
Progressive made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #174 holding.
Berman Capital Advisors first reported a position in Progressive in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Progressive position peaked at $368K in Q2 2021.
984 funds tracked by Wall St. Rank held Progressive as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.