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Blooom Inc’s Progressive PGR Stock Holding History

Blooom Inc’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
2022
Q3 		$2.24M Buy
19,201
+1,664
+9% +$200K 4.25% 4
2022
Q2 		$2.03M Sell
17,537
-203
-1% -$23K 3.48% 4
2022
Q1 		$2.07M Sell
17,740
-632
-3% -$68.4K 1.66% 6
2021
Q4 		$1.9M Buy
18,372
+28
+0.2% +$2.67K 1.43% 7
2021
Q3 		$1.66M Buy
18,344
+45
+0.2% +$4.29K 1.37% 7
2021
Q2 		$1.8M Buy
18,299
+417
+2% +$41.2K 1.34% 7
2021
Q1 		$1.75M Sell
17,882
-434
-2% -$39.4K 1.37% 7
2020
Q4 		$1.79M Buy
+18,316
New +$1.73M 1.43% 8

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Blooom Inc's PGR Position: Q3 2022 in Review

Blooom Inc increased its Progressive (PGR) stake by 9.5% in Q3 2022, buying an estimated $200K and bringing the position to 19,201 shares worth $2.24M. The position accounts for 4.25% of the portfolio, ranked #4.

Blooom Inc first reported a position in PGR in Q4 2020 and has held it in 8 quarters since. 1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

  • Blooom Inc held 19,201 shares of Progressive worth $2.24M as of Q3 2022.
  • Blooom Inc bought 1,664 Progressive shares in Q3 2022, an estimated $200K.
  • Progressive made up 4.25% of Blooom Inc's portfolio in Q3 2022, its #4 holding.
  • Blooom Inc first reported a position in Progressive in Q4 2020 and has held it in 8 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.