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Concourse Financial Group Securities’s Progressive PGR Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-2,763
Closed -$661K – 1501
2024
Q4 		$661K Buy
2,763
+80
+3% +$20.1K 0.04% 415
2024
Q3 		$681K Buy
2,683
+50
+2% +$11.6K 0.04% 391
2024
Q2 		$547K Sell
2,633
-349
-12% -$73K 0.03% 422
2024
Q1 		$617K Buy
2,982
+66
+2% +$12.2K 0.04% 399
2023
Q4 		$464K Buy
2,916
+430
+17% +$67.3K 0.03% 456
2023
Q3 		$346K Sell
2,486
-260
-9% -$34.2K 0.03% 486
2023
Q2 		$363K Buy
2,746
+194
+8% +$26K 0.03% 492
2023
Q1 		$365K Sell
2,552
-439
-15% -$60.5K 0.03% 496
2022
Q4 		$388K Sell
2,991
-225
-7% -$28.5K 0.03% 468
2022
Q3 		$374K Buy
3,216
+203
+7% +$24.4K 0.04% 415
2022
Q2 		$350K Buy
3,013
+1,961
+186% +$222K 0.03% 477
2022
Q1 		$120K Sell
1,052
-151
-13% -$16.3K 0.01% 795
2021
Q4 		$123K Sell
1,203
-95
-7% -$9.07K 0.01% 912
2021
Q3 		$117K Buy
1,298
+183
+16% +$17.4K 0.01% 916
2021
Q2 		$110K Buy
1,115
+321
+40% +$31.8K 0.01% 946
2021
Q1 		$76K Sell
794
-63
-7% -$5.72K 0.01% 1063
2020
Q4 		$85K Sell
857
-1,458
-63% -$138K 0.01% 959
2020
Q3 		$219K Sell
2,315
-21
-0.9% -$1.89K 0.02% 525
2020
Q2 		$187K Buy
2,336
+1,362
+140% +$106K 0.02% 535
2020
Q1 		$72K Buy
974
+1
+0.1% +$77 0.01% 761
2019
Q4 		$70K Sell
973
-1,182
-55% -$85.2K 0.01% 820
2019
Q3 		$167K Sell
2,155
-3,573
-62% -$281K 0.04% 327
2019
Q2 		$458K Buy
5,728
+580
+11% +$44.9K 0.05% 286
2019
Q1 		$371K Sell
5,148
-271
-5% -$18.6K 0.04% 325
2018
Q4 		$326K Buy
5,419
+333
+7% +$22.2K 0.04% 322
2018
Q3 		$361K Buy
+5,086
New +$327K 0.1% 187

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

Concourse Financial Group Securities's PGR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Progressive (PGR) in Q1 2025, closing a stake of 2,763 shares — an estimated $661K sold.

Concourse Financial Group Securities first reported a position in PGR in Q3 2018 and held it in 26 quarters. The position peaked at $681K in Q3 2024. 1,841 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,763 Progressive shares in Q1 2025, an estimated $661K.
  • Concourse Financial Group Securities first reported a position in Progressive in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Progressive position peaked at $681K in Q3 2024.
  • 1,841 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.