Callan Capital’s Progressive PGR Stock Holding History

Callan Capital’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 Q1	$254K	Buy	+899	New	+$235K	0.02%	314

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Callan Capital's PGR Position: Q1 2025 in Review

Callan Capital opened a new position in Progressive (PGR) in Q1 2025: 899 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings.

1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Callan Capital held 899 shares of Progressive worth $254K as of Q1 2025.
Progressive was a new Callan Capital position in Q1 2025.
Progressive made up 0.02% of Callan Capital's portfolio in Q1 2025, its #314 holding.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.