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BNC Wealth Management’s Progressive PGR Stock Holding History

BNC 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
2025
Q3 		– Sell
-8,892
Closed -$2.37M – 112
2025
Q2 		$2.37M Buy
8,892
+1,646
+23% +$451K 0.7% 43
2025
Q1 		$2.05M Buy
+7,246
New +$1.9M 0.74% 40
2023
Q2 		– Sell
-2,985
Closed -$427K – 115
2023
Q1 		$427K Buy
+2,985
New +$412K 0.24% 74
2020
Q4 		– Sell
-57
Closed -$5K – 366
2020
Q3 		$5K Buy
+57
New +$5.12K ﹤0.01% 371

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BNC Wealth Management's PGR Position: Q3 2025 in Review

BNC Wealth Management sold out of Progressive (PGR) in Q3 2025, closing a stake of 8,892 shares — an estimated $2.37M sold.

BNC Wealth Management first reported a position in PGR in Q3 2020 and held it in 4 quarters. The position peaked at $2.37M in Q2 2025. 1,798 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • BNC Wealth Management reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • BNC Wealth Management sold 8,892 Progressive shares in Q3 2025, an estimated $2.37M.
  • BNC Wealth Management first reported a position in Progressive in Q3 2020 and held it in 4 quarters.
  • BNC Wealth Management's Progressive position peaked at $2.37M in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on BNC Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.