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Diversified’s Progressive PGR Stock Holding History

Diversified’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
Q3 		$336K Buy
1,323
+160
+14% +$37.2K 0.04% 163
2024
Q2 		$242K Buy
1,163
+152
+15% +$31.8K 0.03% 199
2024
Q1 		$209K Buy
+1,011
New +$188K 0.03% 168
2021
Q1 		– Sell
-435
Closed -$41K – 264
2020
Q4 		$41K Buy
+435
New +$41.2K 0.03% 193

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified's PGR Position: Q3 2024 in Review

Diversified increased its Progressive (PGR) stake by 14% in Q3 2024, buying an estimated $37.2K and bringing the position to 1,323 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #163.

Diversified first reported a position in PGR in Q4 2020 and has held it in 4 quarters since. 1,655 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • Diversified held 1,323 shares of Progressive worth $336K as of Q3 2024.
  • Diversified bought 160 Progressive shares in Q3 2024, an estimated $37.2K.
  • Progressive made up 0.04% of Diversified's portfolio in Q3 2024, its #163 holding.
  • Diversified first reported a position in Progressive in Q4 2020 and has held it in 4 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.