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Bison Wealth’s Progressive PGR Stock Holding History

Bison Wealth’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
2024
Q4 		$615K Buy
2,568
+80
+3% +$20.1K 0.14% 127
2024
Q3 		$631K Buy
2,488
+29
+1% +$6.74K 0.1% 199
2024
Q2 		$509K Hold
2,459
– – 0.08% 242
2024
Q1 		$509K Sell
2,459
-22
-0.9% -$4.08K 0.08% 242
2023
Q4 		$395K Sell
2,481
-5
-0.2% -$783 0.07% 272
2023
Q3 		$346K Sell
2,486
-125
-5% -$16.4K 0.07% 283
2023
Q2 		$346K Buy
+2,611
New +$350K 0.06% 269

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bison Wealth's PGR Position: Q4 2024 in Review

Bison Wealth increased its Progressive (PGR) stake by 3.2% in Q4 2024, buying an estimated $20.1K and bringing the position to 2,568 shares worth $615K. The position accounts for 0.14% of the portfolio, ranked #127.

Bison Wealth first reported a position in PGR in Q2 2023 and has held it in 7 quarters since. The position peaked at $631K in Q3 2024. 1,762 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Bison Wealth held 2,568 shares of Progressive worth $615K as of Q4 2024.
  • Bison Wealth bought 80 Progressive shares in Q4 2024, an estimated $20.1K.
  • Progressive made up 0.14% of Bison Wealth's portfolio in Q4 2024, its #127 holding.
  • Bison Wealth first reported a position in Progressive in Q2 2023 and has held it in 7 quarters since.
  • Bison Wealth's Progressive position peaked at $631K in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.