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Encompass More Asset Management’s Progressive PGR Stock Holding History

Encompass More Asset 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
2025
Q1 		– Sell
-2,809
Closed -$673K – 211
2024
Q4 		$673K Buy
2,809
+678
+32% +$171K 0.22% 84
2024
Q3 		$541K Sell
2,131
-743
-26% -$173K 0.21% 89
2024
Q2 		$597K Buy
+2,874
New +$602K 0.43% 48
2024
Q1 		– Sell
-2,273
Closed -$362K – 116
2023
Q4 		$362K Buy
+2,273
New +$356K 0.41% 58

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

Encompass More Asset Management's PGR Position: Q1 2025 in Review

Encompass More Asset Management sold out of Progressive (PGR) in Q1 2025, closing a stake of 2,809 shares — an estimated $673K sold.

Encompass More Asset Management first reported a position in PGR in Q4 2023 and held it in 4 quarters. The position peaked at $673K in Q4 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Encompass More Asset Management reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Encompass More Asset Management sold 2,809 Progressive shares in Q1 2025, an estimated $673K.
  • Encompass More Asset Management first reported a position in Progressive in Q4 2023 and held it in 4 quarters.
  • Encompass More Asset Management's Progressive position peaked at $673K in Q4 2024.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Encompass More Asset Management's 13F filing for Q1 2025, filed 9 May 2025.