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Bollard Group’s Progressive PGR Stock Holding History

Bollard Group’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
Q4 		– Sell
-20
Closed -$3K – 329
2023
Q3 		$3K Hold
20
– – ﹤0.01% 313
2023
Q2 		$3K Buy
+20
New +$2.68K ﹤0.01% 485
2021
Q1 		– Sell
-1
Closed – – 442
2020
Q4 		$0 Hold
1
– – ﹤0.01% 446
2020
Q3 		$0 Hold
1
– – ﹤0.01% 459
2020
Q2 		$0 Buy
+1
New +$78 ﹤0.01% 462
2019
Q2 		– Sell
-311
Closed -$22K – 260
2019
Q1 		$22K Buy
311
+11
+4% +$754 ﹤0.01% 231
2018
Q4 		$18K Buy
+300
New +$20K ﹤0.01% 236

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bollard Group's PGR Position: Q4 2023 in Review

Bollard Group sold out of Progressive (PGR) in Q4 2023, closing a stake of 20 shares — an estimated $3K sold.

Bollard Group first reported a position in PGR in Q4 2018 and held it in 7 quarters. The position peaked at $22K in Q1 2019. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Bollard Group reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
  • Bollard Group sold 20 Progressive shares in Q4 2023, an estimated $3K.
  • Bollard Group first reported a position in Progressive in Q4 2018 and held it in 7 quarters.
  • Bollard Group's Progressive position peaked at $22K in Q1 2019.
  • 1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.