Claris Advisors’s Progressive PGR Stock Holding History

Claris Advisors’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	–	Sell	-31	Closed	-$7.87K	–	851
2024 Q3	$7.87K	Buy	+31	New	+$7.21K	﹤0.01%	240

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

Norges Bank Oslo, Norway $935B AUM

Claris Advisors's PGR Position: Q4 2024 in Review

Claris Advisors sold out of Progressive (PGR) in Q4 2024, closing a stake of 31 shares — an estimated $7.87K sold.

Claris Advisors first reported a position in PGR in Q3 2024 and held it in 1 quarter. The position peaked at $7.87K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Claris Advisors reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 31 Progressive shares in Q4 2024, an estimated $7.87K.
Claris Advisors first reported a position in Progressive in Q3 2024 and held it in 1 quarter.
Claris Advisors's Progressive position peaked at $7.87K in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.