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Credential Qtrade Securities’s Progressive PGR Stock Holding History

Credential Qtrade 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
2024
Q1 		$1.75M Sell
8,450
-467
-5% -$86.6K 0.09% 95
2023
Q4 		$1.42M Sell
8,917
-1,143
-11% -$179K 0.08% 105
2023
Q3 		$1.4M Sell
10,060
-215
-2% -$28.3K 0.09% 108
2023
Q2 		$1.36M Sell
10,275
-104
-1% -$13.9K 0.09% 108
2023
Q1 		$1.48M Sell
10,379
-1,880
-15% -$259K 0.1% 104
2022
Q4 		$1.59M Sell
12,259
-522
-4% -$66.1K 0.11% 94
2022
Q3 		$1.49M Buy
12,781
+90
+0.7% +$10.8K 0.12% 92
2022
Q2 		$1.48M Buy
12,691
+4,593
+57% +$521K 0.11% 97
2022
Q1 		$923K Buy
8,098
+541
+7% +$58.5K 0.06% 140
2021
Q4 		$776K Buy
7,557
+748
+11% +$71.4K 0.05% 160
2021
Q3 		$615K Buy
+6,809
New +$649K 0.05% 158

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Credential Qtrade Securities's PGR Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Progressive (PGR) stake by 5.2% in Q1 2024, selling an estimated $86.6K and leaving 8,450 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #95.

Credential Qtrade Securities first reported a position in PGR in Q3 2021 and has held it in 11 quarters since. 1,462 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • Credential Qtrade Securities held 8,450 shares of Progressive worth $1.75M as of Q1 2024.
  • Credential Qtrade Securities sold 467 Progressive shares in Q1 2024, an estimated $86.6K.
  • Progressive made up 0.09% of Credential Qtrade Securities's portfolio in Q1 2024, its #95 holding.
  • Credential Qtrade Securities first reported a position in Progressive in Q3 2021 and has held it in 11 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.