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Cassady Schiller Wealth Management’s Progressive PGR Stock Holding History

Cassady Schiller 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
2024
Q4 		$9.35K Buy
+39
New +$9.82K ﹤0.01% 349
2022
Q1 		– Sell
-11
Closed -$1K – 459
2021
Q4 		$1K Buy
+11
New +$1.05K ﹤0.01% 492

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

Cassady Schiller Wealth Management's PGR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Progressive (PGR) in Q4 2024: 39 shares worth $9.35K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PGR as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in PGR in Q4 2021 and has held it in 2 quarters since. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Cassady Schiller Wealth Management held 39 shares of Progressive worth $9.35K as of Q4 2024.
  • Progressive was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Progressive made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #349 holding.
  • Cassady Schiller Wealth Management first reported a position in Progressive in Q4 2021 and has held it in 2 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.